WP

WealthShield Partners Portfolio holdings

AUM $907M
1-Year Est. Return 18.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.37%
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
+$2.97M
2
+$2.75M
3
+$1.9M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.83M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.64M

Top Sells

1
+$14.4M
2
+$13.1M
3
+$10.2M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$6.08M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.66M

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
376
$35.4K 0.01%
+1,106
377
$34.8K 0.01%
297
+291
378
$34.8K 0.01%
+600
379
$34.1K 0.01%
344
-6,716
380
$33.2K 0.01%
1,017
381
$32.8K 0.01%
1,105
382
$31.9K 0.01%
+10,000
383
$31.9K 0.01%
499
-27
384
$31.6K 0.01%
807
-800
385
$31K 0.01%
724
386
$31K 0.01%
600
387
$31K 0.01%
724
-1,994
388
$29.8K ﹤0.01%
766
389
$29.3K ﹤0.01%
607
-218
390
$29.3K ﹤0.01%
528
391
$28.2K ﹤0.01%
500
392
$28.1K ﹤0.01%
254
-57
393
$25.3K ﹤0.01%
600
-55
394
$25K ﹤0.01%
1,800
395
$24.6K ﹤0.01%
750
396
$24.5K ﹤0.01%
306
397
$24.4K ﹤0.01%
700
398
$24.3K ﹤0.01%
525
-4,768
399
$24.3K ﹤0.01%
497
400
$24.1K ﹤0.01%
555
14 15
16
17 18