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
$620M
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.66M
3
+$8.03M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$7.98M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.66M

Top Sells

1
+$8.23M
2
+$6.54M
3
+$3.99M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.92M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$2.26M

Sector Composition

1 Technology 5.48%
2 Healthcare 3.14%
3 Financials 2.7%
4 Consumer Discretionary 1.89%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$309K 0.05%
18,205
252
$308K 0.05%
19,341
-2,727
253
$308K 0.05%
+1,859
254
$304K 0.05%
3,942
-242
255
$304K 0.05%
4,021
-7
256
$304K 0.05%
5,588
-116
257
$296K 0.05%
+6,367
258
$289K 0.05%
6,420
-675
259
$284K 0.05%
3,718
+377
260
$283K 0.05%
6,639
-261
261
$277K 0.04%
4,545
262
$272K 0.04%
12,545
-2,417
263
$266K 0.04%
5,576
-519
264
$266K 0.04%
8,300
265
$263K 0.04%
2,233
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266
$262K 0.04%
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267
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14,492
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268
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4,071
269
$253K 0.04%
1,192
-62
270
$252K 0.04%
+7,706
271
$247K 0.04%
2,337
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272
$243K 0.04%
6,392
273
$239K 0.04%
5,029
-7,222
274
$238K 0.04%
480
+25
275
$238K 0.04%
617
+18
9 10
11
12 13