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
426
$14.4K ﹤0.01%
133
-3,223
427
$13.5K ﹤0.01%
152
-930
428
$13.5K ﹤0.01%
390
429
$13.2K ﹤0.01%
+526
430
$12.3K ﹤0.01%
341
431
$12.2K ﹤0.01%
+72
432
$11.2K ﹤0.01%
+400
433
$11.1K ﹤0.01%
440
434
$11.1K ﹤0.01%
187
-4,716
435
$11K ﹤0.01%
330
436
$9.17K ﹤0.01%
123
437
$8.93K ﹤0.01%
183
438
$8.18K ﹤0.01%
120
-6,439
439
$7.13K ﹤0.01%
625
440
$7.06K ﹤0.01%
121
-76,212
441
$7.01K ﹤0.01%
450
442
$6.3K ﹤0.01%
283
-50
443
$6.21K ﹤0.01%
268
444
$6.12K ﹤0.01%
121
+11
445
$5.77K ﹤0.01%
80
446
$5.73K ﹤0.01%
150
447
$5.59K ﹤0.01%
58
448
$5.49K ﹤0.01%
200
449
$5.03K ﹤0.01%
114
450
$4.64K ﹤0.01%
204
16 17
18
19 20