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
351
$60.6K 0.01%
1,800
352
$60.1K 0.01%
1,494
353
$58.4K 0.01%
+702
354
$57.1K 0.01%
980
+793
355
$53.1K 0.01%
1,416
356
$52.2K 0.01%
358
-11
357
$49.5K 0.01%
2,439
-784
358
$48.9K 0.01%
800
359
$46.6K 0.01%
712
360
$45.8K 0.01%
790
361
$45.6K 0.01%
1,317
+300
362
$43.6K 0.01%
1,104
-170
363
$43.4K 0.01%
868
364
$42.5K 0.01%
1,222
365
$38.1K 0.01%
388
366
$37.8K 0.01%
911
-1,406
367
$37.2K 0.01%
1,419
-1,397
368
$36.9K 0.01%
712
+408
369
$36.9K 0.01%
547
370
$36.1K 0.01%
263
371
$34.5K 0.01%
663
-1,000
372
$34.3K 0.01%
297
373
$34.2K 0.01%
810
374
$34K 0.01%
1,263
+18
375
$33.8K 0.01%
1,105
13 14
15
16 17