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
$608M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.03M
3
+$1.98M
4
AMD icon
Advanced Micro Devices
AMD
+$1.96M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.96M

Top Sells

1
+$15.3M
2
+$14.1M
3
+$10.9M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$6.52M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$5.9M

Sector Composition

1 Technology 7.28%
2 Financials 3.82%
3 Healthcare 3.44%
4 Consumer Discretionary 3.09%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$203K 0.03%
+4,400
277
$202K 0.03%
3,154
278
$202K 0.03%
3,750
+150
279
$201K 0.03%
+671
280
$194K 0.03%
6,318
-457
281
$185K 0.03%
3,044
-725
282
$184K 0.03%
8,742
-57
283
$181K 0.03%
2,883
-806
284
$181K 0.03%
6,699
-2,000
285
$178K 0.03%
5,682
-33
286
$174K 0.03%
1,954
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287
$170K 0.03%
4,809
-10,267
288
$166K 0.03%
1,330
+65
289
$157K 0.03%
3,779
+363
290
$152K 0.03%
11,800
-43
291
$149K 0.02%
4,300
292
$148K 0.02%
1,750
293
$146K 0.02%
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294
$145K 0.02%
2,400
+2,000
295
$143K 0.02%
4,920
-443
296
$143K 0.02%
566
-8,190
297
$141K 0.02%
3,206
298
$141K 0.02%
+3,045
299
$138K 0.02%
4,840
-352
300
$138K 0.02%
632
-1,097
10 11
12
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