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
$217M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.52M
3
+$2.81M
4
AAPL icon
Apple
AAPL
+$1.95M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.93M

Top Sells

1
+$2.55M
2
+$2.32M
3
+$2.28M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.03M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.31M

Sector Composition

1 Technology 5.71%
2 Financials 3.32%
3 Consumer Staples 3.2%
4 Healthcare 2.91%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$45K 0.02%
333
252
$43K 0.02%
1,000
+1
253
$43K 0.02%
700
254
$42K 0.02%
894
+1
255
$41K 0.02%
993
256
$40K 0.02%
1,660
257
$38K 0.02%
549
-400
258
$38K 0.02%
713
+1
259
$37K 0.02%
3,012
260
$37K 0.02%
+715
261
$36K 0.02%
790
262
$35K 0.02%
+270
263
$35K 0.02%
+647
264
$34K 0.02%
587
+491
265
$34K 0.02%
1,069
-196
266
$34K 0.02%
490
267
$32K 0.01%
462
+380
268
$32K 0.01%
+213
269
$30K 0.01%
536
270
$30K 0.01%
18,176
271
$30K 0.01%
1,682
272
$30K 0.01%
+678
273
$29K 0.01%
270
274
$27K 0.01%
452
+212
275
$24K 0.01%
302
-45
9 10
11
12 13