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
301
$163K 0.03%
+2,492
302
$160K 0.03%
+5,024
303
$160K 0.03%
+3,528
304
$157K 0.03%
+3,100
305
$150K 0.02%
5,588
-3,612
306
$137K 0.02%
+4,000
307
$136K 0.02%
12,003
-417
308
$135K 0.02%
+3,623
309
$132K 0.02%
+1,068
310
$132K 0.02%
+1,790
311
$130K 0.02%
+3,206
312
$127K 0.02%
6,126
-12,068
313
$126K 0.02%
+3,728
314
$125K 0.02%
+4,007
315
$124K 0.02%
+5,355
316
$123K 0.02%
+4,734
317
$120K 0.02%
+4,829
318
$120K 0.02%
+5,098
319
$119K 0.02%
11,962
+571
320
$118K 0.02%
+1,011
321
$118K 0.02%
+2,504
322
$118K 0.02%
+2,250
323
$117K 0.02%
+2,997
324
$115K 0.02%
21,283
-375
325
$114K 0.02%
+3,600
11 12
13
14 15