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
326
$114K 0.02%
+3,850
327
$113K 0.02%
+2,423
328
$113K 0.02%
+3,232
329
$113K 0.02%
+5,041
330
$112K 0.02%
+1,437
331
$111K 0.02%
+13,010
332
$111K 0.02%
4,078
-333
333
$110K 0.02%
+4,377
334
$109K 0.02%
+1,356
335
$109K 0.02%
+21,371
336
$105K 0.02%
1,938
-5,570
337
$103K 0.02%
+3,617
338
$101K 0.02%
+675
339
$99.7K 0.02%
+3,739
340
$97.5K 0.02%
+2,500
341
$97.2K 0.02%
+2,157
342
$95.9K 0.02%
+1,991
343
$95.6K 0.02%
+2,898
344
$95.2K 0.02%
+2,500
345
$95.1K 0.02%
+3,253
346
$87.7K 0.01%
+2,000
347
$87.5K 0.01%
+2,952
348
$87.4K 0.01%
+2,300
349
$86.9K 0.01%
+369
350
$83.2K 0.01%
+454
12 13
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