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
$601M
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$12.3M
3
+$12.1M
4
GLD icon
SPDR Gold Trust
GLD
+$11.9M
5
VTV icon
Vanguard Value ETF
VTV
+$11.5M

Top Sells

1
+$8.53M
2
+$8.35M
3
+$6.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.27M
5
VB icon
Vanguard Small-Cap ETF
VB
+$5.22M

Sector Composition

1 Technology 7.25%
2 Financials 3.44%
3 Consumer Discretionary 2.71%
4 Healthcare 2.64%
5 Communication Services 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$250K 0.04%
10,944
+1,174
252
$249K 0.04%
+16,546
253
$249K 0.04%
+1,286
254
$249K 0.04%
+1,115
255
$248K 0.04%
2,459
256
$247K 0.04%
+4,199
257
$242K 0.04%
4,678
-103
258
$237K 0.04%
+394
259
$235K 0.04%
+923
260
$232K 0.04%
1,028
-23,124
261
$229K 0.04%
+3,340
262
$225K 0.04%
+4
263
$222K 0.04%
+2,266
264
$221K 0.04%
+1,041
265
$216K 0.04%
5,471
+149
266
$215K 0.04%
+2,462
267
$213K 0.04%
+2,859
268
$211K 0.04%
3,154
-1,382
269
$205K 0.03%
+1,085
270
$204K 0.03%
+7,540
271
$204K 0.03%
+9,467
272
$203K 0.03%
+19,340
273
$166K 0.03%
+16,912
274
$152K 0.03%
+11,222
275
$148K 0.02%
15,000
9 10
11
12 13