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
$163M
AUM Growth
-$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.36M
3
+$2.36M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.56M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.44M

Top Sells

1
+$3.09M
2
+$2.66M
3
+$1.75M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.71M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.53M

Sector Composition

1 Consumer Staples 3.39%
2 Technology 2.88%
3 Financials 2.11%
4 Consumer Discretionary 1.75%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
15
312
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313
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