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
251
$256K 0.04%
2,356
252
$256K 0.04%
2,320
253
$256K 0.04%
+2,550
254
$250K 0.04%
11,871
-2,073
255
$245K 0.04%
7,748
256
$244K 0.04%
+15,000
257
$243K 0.04%
+2,381
258
$241K 0.04%
7,633
+740
259
$238K 0.04%
981
+119
260
$238K 0.04%
7,438
+3,854
261
$238K 0.04%
9,326
+129
262
$236K 0.04%
6,542
263
$233K 0.04%
419
+9
264
$225K 0.03%
9,990
+4,306
265
$224K 0.03%
3,795
-527
266
$224K 0.03%
4,594
+25
267
$221K 0.03%
3,480
-105
268
$220K 0.03%
5,608
-20,791
269
$216K 0.03%
+2,174
270
$214K 0.03%
4,602
+13
271
$213K 0.03%
+1,508
272
$208K 0.03%
4,615
-1,225
273
$207K 0.03%
2,686
-11
274
$206K 0.03%
856
275
$205K 0.03%
+1,453
9 10
11
12 13