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
301
$144K 0.02%
+11,580
302
$143K 0.02%
2,195
-502
303
$140K 0.02%
532
304
$130K 0.02%
1,627
-552
305
$126K 0.02%
3,122
-110
306
$126K 0.02%
3,929
+12
307
$124K 0.02%
2,161
+1
308
$123K 0.02%
3,150
309
$123K 0.02%
1,221
310
$122K 0.02%
2,939
-769
311
$120K 0.02%
785
-33
312
$120K 0.02%
5,058
313
$118K 0.02%
2,494
314
$116K 0.02%
4,046
+15
315
$116K 0.02%
2,484
316
$113K 0.02%
3,480
-6,846
317
$112K 0.02%
4,600
318
$112K 0.02%
20,106
-132
319
$111K 0.02%
359
320
$111K 0.02%
10,440
-124
321
$109K 0.02%
12,341
-209
322
$108K 0.02%
1,813
-101
323
$106K 0.02%
+4,020
324
$105K 0.02%
1,278
-572
325
$100K 0.02%
+10,000
11 12
13
14 15