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
$205M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.39M
3
+$1.2M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$815K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$810K

Top Sells

1
+$1.85M
2
+$699K
3
+$521K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$509K
5
STI
SunTrust Banks, Inc.
STI
+$451K

Sector Composition

1 Consumer Staples 4.08%
2 Financials 2.98%
3 Technology 2.24%
4 Industrials 2.07%
5 Healthcare 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27K 0.01%
259
227
$26K 0.01%
270
228
$26K 0.01%
221
229
$25K 0.01%
416
-10
230
$25K 0.01%
306
231
$23K 0.01%
225
232
$22K 0.01%
466
233
$22K 0.01%
172
234
$20K 0.01%
473
235
$19K 0.01%
650
236
$19K 0.01%
305
+14
237
$17K 0.01%
632
238
$16K 0.01%
175
239
$15K 0.01%
232
240
$15K 0.01%
225
241
$15K 0.01%
780
242
$12K 0.01%
+177
243
$11K 0.01%
156
244
$11K 0.01%
464
245
$11K 0.01%
275
+88
246
$11K 0.01%
200
247
$9K ﹤0.01%
291
-91
248
$9K ﹤0.01%
73
249
$8K ﹤0.01%
143
-203
250
$8K ﹤0.01%
400
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10
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