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
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$7.17M
3
+$6.15M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.53M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.39M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 2.16%
2 Financials 1.84%
3 Technology 1.42%
4 Healthcare 1.06%
5 Consumer Discretionary 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.84%
+26,850
27
$1.38M 0.84%
+24,864
28
$1.26M 0.77%
+25,292
29
$999K 0.61%
+8,587
30
$971K 0.59%
+8,603
31
$969K 0.59%
+9,211
32
$962K 0.59%
+7,963
33
$927K 0.56%
+11,696
34
$926K 0.56%
+15,295
35
$904K 0.55%
+15,188
36
$883K 0.54%
+20,520
37
$872K 0.53%
+5,599
38
$869K 0.53%
+14,987
39
$863K 0.53%
+13,523
40
$827K 0.5%
+6,426
41
$816K 0.5%
+17,913
42
$804K 0.49%
+20,980
43
$802K 0.49%
+4,064
44
$796K 0.48%
+14,680
45
$773K 0.47%
+14,741
46
$763K 0.46%
+6,444
47
$762K 0.46%
+10,753
48
$717K 0.44%
+2,416
49
$698K 0.43%
+2,825
50
$673K 0.41%
+8,021
1
2
3 4 5