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
276
$204K 0.03%
3,360
+120
277
$202K 0.03%
9,168
+1,312
278
$202K 0.03%
1,630
-100
279
$198K 0.03%
3,044
280
$193K 0.03%
3,642
281
$192K 0.03%
6,699
282
$188K 0.03%
2,025
+772
283
$187K 0.03%
10,246
+15
284
$179K 0.03%
5,308
-374
285
$174K 0.03%
2,599
-925
286
$171K 0.03%
1,342
+11
287
$169K 0.03%
9,962
-3,161
288
$169K 0.03%
4,062
-19,269
289
$168K 0.03%
8,037
-190
290
$167K 0.03%
5,347
+75
291
$163K 0.02%
12,237
+683
292
$162K 0.02%
1,930
-3,878
293
$156K 0.02%
4,141
-668
294
$155K 0.02%
3,206
295
$154K 0.02%
1,750
296
$154K 0.02%
3,558
+57
297
$152K 0.02%
+1,524
298
$150K 0.02%
597
-35
299
$149K 0.02%
2,400
300
$147K 0.02%
5,724
10 11
12
13 14