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
326
$95K 0.02%
2,898
327
$90.2K 0.01%
1,076
-2,972
328
$90.1K 0.01%
663
+24
329
$90K 0.01%
1,756
-1,144
330
$83.7K 0.01%
3,482
-306
331
$82.2K 0.01%
4,785
+2,365
332
$82.2K 0.01%
3,112
-119,224
333
$80.9K 0.01%
2,019
-113
334
$80.3K 0.01%
2,300
335
$79.8K 0.01%
600
336
$79.3K 0.01%
+860
337
$79.2K 0.01%
2,300
-2,724
338
$78.6K 0.01%
2,521
-2,270
339
$77K 0.01%
2,100
340
$77K 0.01%
3,144
-450
341
$76.1K 0.01%
1,427
+5
342
$75.9K 0.01%
2,400
343
$66.5K 0.01%
3,223
-31,876
344
$66K 0.01%
1,067
-5,162
345
$66K 0.01%
1,010
346
$65.2K 0.01%
830
-62
347
$64.8K 0.01%
841
-6
348
$63.6K 0.01%
993
349
$62.2K 0.01%
1,277
+5
350
$61.8K 0.01%
10,000
12 13
14
15 16