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
$608M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.03M
3
+$1.98M
4
AMD icon
Advanced Micro Devices
AMD
+$1.96M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.96M

Top Sells

1
+$15.3M
2
+$14.1M
3
+$10.9M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$6.52M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$5.9M

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
26
$5.3M 0.87%
70,044
+2,759
27
$5.3M 0.87%
27,533
-1,659
28
$5.28M 0.87%
15,242
+2,448
29
$5.22M 0.86%
37,370
-4,335
30
$5.03M 0.83%
52,840
-5,857
31
$5.02M 0.83%
66,906
-11,559
32
$4.91M 0.81%
97,116
-55,212
33
$4.58M 0.75%
14,728
-45,253
34
$4.53M 0.75%
54,160
+678
35
$4.27M 0.7%
12,072
-1,233
36
$4.24M 0.7%
36,526
+1,266
37
$4.23M 0.7%
142,756
-22,883
38
$4.02M 0.66%
81,180
-10
39
$3.68M 0.61%
23,348
+1,028
40
$3.56M 0.59%
6,755
+1,682
41
$3.4M 0.56%
36,087
-3,181
42
$3.37M 0.56%
16,009
+5,052
43
$3.33M 0.55%
27,164
+5,790
44
$3.23M 0.53%
51,765
+459
45
$3.22M 0.53%
13,971
-3,992
46
$3.2M 0.53%
30,706
-8,520
47
$3.19M 0.52%
10,509
-10,198
48
$3.15M 0.52%
+14,116
49
$3.09M 0.51%
17,165
-10,444
50
$3.05M 0.5%
11,700
+249
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