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
351
$82.5K 0.01%
+639
352
$82.5K 0.01%
+2,944
353
$74.5K 0.01%
1,366
-73,195
354
$72.7K 0.01%
+2,300
355
$72.6K 0.01%
+3,017
356
$72.2K 0.01%
+850
357
$71.9K 0.01%
+1,344
358
$70.6K 0.01%
+600
359
$69.6K 0.01%
+2,231
360
$69.5K 0.01%
+2,400
361
$68.9K 0.01%
1,653
-37,844
362
$68.9K 0.01%
+2,587
363
$67.9K 0.01%
+1,419
364
$64.2K 0.01%
+1,462
365
$63.6K 0.01%
+1,049
366
$62.5K 0.01%
+1,572
367
$61.9K 0.01%
+2,203
368
$60.1K 0.01%
+544
369
$53.9K 0.01%
+1,800
370
$53.7K 0.01%
+993
371
$53.2K 0.01%
+700
372
$52.6K 0.01%
+400
373
$52.2K 0.01%
+1,700
374
$51.7K 0.01%
+1,800
375
$51.4K 0.01%
+1,600
13 14
15
16 17