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
$656M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$4.2M
3
+$3.15M
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$2.63M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.33M

Top Sells

1
+$5.56M
2
+$2.14M
3
+$1.84M
4
IQV icon
IQVIA
IQV
+$1.8M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.32M

Sector Composition

1 Technology 8.93%
2 Financials 3.99%
3 Consumer Discretionary 3.14%
4 Healthcare 3%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$369K 0.06%
2,785
227
$357K 0.05%
11,075
+17
228
$353K 0.05%
6,350
+1,600
229
$348K 0.05%
888
230
$340K 0.05%
1,338
231
$335K 0.05%
2,849
-451
232
$327K 0.05%
4,035
233
$321K 0.05%
2,956
+104
234
$317K 0.05%
12,905
+503
235
$316K 0.05%
2,802
+85
236
$315K 0.05%
2,303
237
$309K 0.05%
2,255
+187
238
$308K 0.05%
+1,463
239
$308K 0.05%
925
240
$307K 0.05%
7,354
-105
241
$298K 0.05%
1,877
-477
242
$295K 0.05%
6,232
+184
243
$290K 0.04%
2,405
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244
$288K 0.04%
4,556
+1,025
245
$287K 0.04%
4,799
-670
246
$283K 0.04%
17,457
-1,976
247
$280K 0.04%
9,631
+9,431
248
$272K 0.04%
10,690
-60
249
$262K 0.04%
9,379
+5
250
$259K 0.04%
574
8 9
10
11 12