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
276
$235K 0.04%
2,256
-74
277
$234K 0.04%
+4,100
278
$232K 0.04%
4,758
-34
279
$230K 0.04%
671
280
$228K 0.04%
14,299
+696
281
$222K 0.04%
+968
282
$222K 0.04%
3,324
-33,825
283
$220K 0.04%
4,370
-130
284
$219K 0.04%
+3,124
285
$218K 0.04%
4,320
-3,000
286
$214K 0.03%
3,877
-16
287
$211K 0.03%
830
-200
288
$211K 0.03%
+2,400
289
$203K 0.03%
+5,717
290
$202K 0.03%
4,621
-1,109
291
$201K 0.03%
+3,765
292
$199K 0.03%
+3,130
293
$199K 0.03%
+9,567
294
$197K 0.03%
+1,728
295
$193K 0.03%
1,675
-1,647
296
$189K 0.03%
3,743
-1,687
297
$185K 0.03%
+2,416
298
$185K 0.03%
+3,154
299
$180K 0.03%
+7,382
300
$168K 0.03%
2,204
-8,000
10 11
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