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
251
$7K ﹤0.01%
39
252
$7K ﹤0.01%
192
253
$7K ﹤0.01%
33
254
$6K ﹤0.01%
98
255
$6K ﹤0.01%
162
256
$6K ﹤0.01%
+96
257
$6K ﹤0.01%
108
-224
258
$5K ﹤0.01%
103
259
$5K ﹤0.01%
35
260
$5K ﹤0.01%
117
261
$4K ﹤0.01%
+25
262
$4K ﹤0.01%
50
263
$3K ﹤0.01%
+23
264
$3K ﹤0.01%
126
265
$3K ﹤0.01%
36
266
$3K ﹤0.01%
45
267
$2K ﹤0.01%
+25
268
$2K ﹤0.01%
73
269
$1K ﹤0.01%
8
270
$1K ﹤0.01%
15
271
$1K ﹤0.01%
21
272
$1K ﹤0.01%
+11
273
– –
-306
274
– –
-2,616
275
– –
-2,398
8 9 10
11
12