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
301
$130K 0.02%
3,600
302
$128K 0.02%
3,850
303
$128K 0.02%
3,232
304
$127K 0.02%
818
-6,542
305
$124K 0.02%
+6,125
306
$122K 0.02%
2,295
-14,996
307
$121K 0.02%
2,751
-1,712
308
$121K 0.02%
5,058
-40
309
$120K 0.02%
1,027
310
$120K 0.02%
879
+190
311
$117K 0.02%
2,484
-20
312
$116K 0.02%
443
+327
313
$115K 0.02%
11,641
-1,101
314
$114K 0.02%
2,423
315
$112K 0.02%
4,600
316
$111K 0.02%
2,158
317
$111K 0.02%
5,243
-55
318
$111K 0.02%
2,051
+289
319
$108K 0.02%
3,584
320
$107K 0.02%
20,230
-2,817
321
$105K 0.02%
12,054
-2,070
322
$105K 0.02%
3,411
323
$102K 0.02%
892
+786
324
$101K 0.02%
369
325
$97.7K 0.02%
4,034
-3,808
11 12
13
14 15