WP

WealthShield Partners Portfolio holdings

AUM $827M
1-Year Est. Return 15.07%
This Quarter Est. Return
1 Year Est. Return
+15.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$618M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$5.97M
3
+$4.99M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.51M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.27M

Top Sells

1
+$8.63M
2
+$8.08M
3
+$4.54M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.41M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$4M

Sector Composition

1 Technology 7.68%
2 Financials 3.85%
3 Healthcare 3.73%
4 Consumer Discretionary 3.45%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$456K 0.07%
2,390
+6
202
$454K 0.07%
11,560
+50
203
$432K 0.07%
7,299
+1,779
204
$432K 0.07%
+10,670
205
$428K 0.07%
7,893
-712
206
$425K 0.07%
7,498
-280
207
$423K 0.07%
4,645
-13
208
$417K 0.07%
23,682
+3,915
209
$406K 0.07%
4,116
+916
210
$399K 0.06%
2,128
-932
211
$391K 0.06%
6,740
-3,171
212
$389K 0.06%
7,682
-46,092
213
$389K 0.06%
41,121
-3,107
214
$386K 0.06%
2,785
215
$386K 0.06%
3,300
+1
216
$368K 0.06%
3,956
+202
217
$354K 0.06%
888
-75
218
$353K 0.06%
11,058
-4,111
219
$348K 0.06%
1,338
-400
220
$345K 0.06%
4,322
-176
221
$340K 0.06%
208
222
$339K 0.05%
4,035
-1,657
223
$339K 0.05%
925
-102
224
$336K 0.05%
4,214
+3,384
225
$333K 0.05%
11,566
-12,850
7 8
9
10 11