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
276
$22K 0.01%
270
-1,216
277
$21K 0.01%
423
278
$21K 0.01%
306
279
$20K 0.01%
198
280
$18K 0.01%
174
281
$18K 0.01%
650
282
$16K 0.01%
+120
283
$16K 0.01%
632
284
$16K 0.01%
425
+377
285
$15K 0.01%
200
-25
286
$15K 0.01%
+124
287
$15K 0.01%
+585
288
$14K 0.01%
+237
289
$12K 0.01%
73
+50
290
$12K 0.01%
+473
291
$12K 0.01%
172
-10
292
$11K 0.01%
460
-119
293
$10K ﹤0.01%
400
294
$10K ﹤0.01%
47
295
$9K ﹤0.01%
+100
296
$8K ﹤0.01%
+419
297
$8K ﹤0.01%
291
298
$8K ﹤0.01%
+85
299
$8K ﹤0.01%
200
300
$7K ﹤0.01%
39
10 11
12
13 14