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
$620M
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.66M
3
+$8.03M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$7.98M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.66M

Top Sells

1
+$8.23M
2
+$6.54M
3
+$3.99M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.92M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$2.26M

Sector Composition

1 Technology 5.48%
2 Healthcare 3.14%
3 Financials 2.7%
4 Consumer Discretionary 1.89%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6.57K ﹤0.01%
71
-2,585
452
$6.53K ﹤0.01%
+125
453
$6.23K ﹤0.01%
+98
454
$6.2K ﹤0.01%
+268
455
$6.05K ﹤0.01%
+133
456
$5.77K ﹤0.01%
+57
457
$5.62K ﹤0.01%
+80
458
$5.37K ﹤0.01%
+118
459
$5.35K ﹤0.01%
+58
460
$5.01K ﹤0.01%
+124
461
$4.86K ﹤0.01%
+98
462
$4.83K ﹤0.01%
+114
463
$4.38K ﹤0.01%
+204
464
$4.08K ﹤0.01%
+81
465
$3.48K ﹤0.01%
+115
466
$3.41K ﹤0.01%
+89
467
$3.13K ﹤0.01%
+88
468
$2.95K ﹤0.01%
+78
469
$2.88K ﹤0.01%
+55
470
$2.86K ﹤0.01%
+81
471
$2.55K ﹤0.01%
+45
472
$2.48K ﹤0.01%
+25
473
$2.35K ﹤0.01%
+38
474
$2.28K ﹤0.01%
+23
475
$1.76K ﹤0.01%
+26
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