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
351
$60.4K 0.01%
+2,400
352
$59.9K 0.01%
2,218
+11
353
$59.8K 0.01%
700
354
$58.6K 0.01%
1,600
355
$56.9K 0.01%
1,800
356
$55.5K 0.01%
1,700
357
$55.4K 0.01%
1,391
-112
358
$54.6K 0.01%
+576
359
$50.9K 0.01%
653
-83,564
360
$49.7K 0.01%
+1,416
361
$49.2K 0.01%
+24,126
362
$48.5K 0.01%
1,150
+5
363
$47.6K 0.01%
1,005
+70
364
$46.8K 0.01%
650
-112
365
$46.7K 0.01%
712
366
$45.5K 0.01%
539
367
$44.2K 0.01%
+2,139
368
$43.1K 0.01%
790
369
$42.8K 0.01%
561
-1,855
370
$42.2K 0.01%
1,637
-200
371
$40.9K 0.01%
1,222
-14,291
372
$39.4K 0.01%
1,534
-247
373
$36.9K 0.01%
773
374
$36.7K 0.01%
702
-502
375
$36.5K 0.01%
549
13 14
15
16 17