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
326
$99.6K 0.02%
14,641
+1,176
327
$99.4K 0.02%
822
+15
328
$98.1K 0.01%
1,691
-553
329
$93.6K 0.01%
2,273
+1,500
330
$89.5K 0.01%
1,263
331
$88.5K 0.01%
600
332
$88.4K 0.01%
1,152
+899
333
$88.3K 0.01%
860
334
$87.7K 0.01%
2,488
335
$86.6K 0.01%
5,007
+22
336
$86K 0.01%
2,300
337
$83.5K 0.01%
2,300
338
$80.8K 0.01%
1,712
-872
339
$79K 0.01%
3,353
+40
340
$78.2K 0.01%
3,715
-200
341
$77.7K 0.01%
1,517
-226
342
$77.3K 0.01%
2,012
+6
343
$75.1K 0.01%
993
344
$74.2K 0.01%
896
345
$69.3K 0.01%
790
-60
346
$69.2K 0.01%
1,485
347
$68.5K 0.01%
700
348
$62.6K 0.01%
1,220
+4
349
$61.8K 0.01%
678
350
$61.4K 0.01%
653
12 13
14
15 16