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
451
$2.54K ﹤0.01%
89
452
$2.5K ﹤0.01%
124
453
$2.41K ﹤0.01%
53
454
$2.4K ﹤0.01%
10
455
$2.28K ﹤0.01%
100
456
$2.19K ﹤0.01%
+128
457
$2.04K ﹤0.01%
30
458
$1.7K ﹤0.01%
47
+1
459
$1.6K ﹤0.01%
26
+1
460
$1.4K ﹤0.01%
32
461
$1.23K ﹤0.01%
14
462
$1.23K ﹤0.01%
62
463
$1.15K ﹤0.01%
57
464
$917 ﹤0.01%
+30
465
$809 ﹤0.01%
21
466
$510 ﹤0.01%
6
-10
467
– –
-1,946
468
– –
-133
469
– –
-344
470
– –
-1,933
471
– –
-50
472
– –
-602
473
– –
-655
474
– –
-508
475
– –
-423
16 17 18
19
20