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
$656M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$3.65M
3
+$3.15M
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$2.62M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.3M

Top Sells

1
+$5.34M
2
+$2.19M
3
+$1.8M
4
META icon
Meta Platforms (Facebook)
META
+$1.77M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.27M

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
401
$19.9K ﹤0.01%
814
-125
402
$19.8K ﹤0.01%
700
-75
403
$19.6K ﹤0.01%
754
-78
404
$19.4K ﹤0.01%
339
405
$19.3K ﹤0.01%
1,309
406
$18.8K ﹤0.01%
225
407
$17.8K ﹤0.01%
349
408
$17.1K ﹤0.01%
381
409
$16.8K ﹤0.01%
200
410
$16.6K ﹤0.01%
98
411
$16.2K ﹤0.01%
686
412
$15.8K ﹤0.01%
320
413
$14.2K ﹤0.01%
74
414
$13.9K ﹤0.01%
152
415
$13.4K ﹤0.01%
390
416
$13.2K ﹤0.01%
341
417
$13.1K ﹤0.01%
234
418
$12.8K ﹤0.01%
350
419
$11.8K ﹤0.01%
330
420
$11.7K ﹤0.01%
440
421
$11.1K ﹤0.01%
400
422
$10.8K ﹤0.01%
107
-9
423
$10.2K ﹤0.01%
183
424
$9.76K ﹤0.01%
263
425
$9.49K ﹤0.01%
209
-316
15 16
17
18 19