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
$827M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.24M
3
+$4.11M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.8M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$2.35M

Top Sells

1
+$10.5M
2
+$4.67M
3
+$4.22M
4
TT icon
Trane Technologies
TT
+$3.51M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$3.44M

Sector Composition

1 Technology 11.33%
2 Financials 5.18%
3 Consumer Discretionary 3.8%
4 Communication Services 3.36%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$16.5K ﹤0.01%
346
+27
477
$16.5K ﹤0.01%
+474
478
$16K ﹤0.01%
+686
479
$16K ﹤0.01%
320
480
$15.5K ﹤0.01%
74
481
$15K ﹤0.01%
305
-200
482
$14.8K ﹤0.01%
390
483
$14.5K ﹤0.01%
440
484
$14K ﹤0.01%
212
+1
485
$13.9K ﹤0.01%
228
486
$12.9K ﹤0.01%
+333
487
$11.7K ﹤0.01%
324
488
$11.5K ﹤0.01%
155
-1
489
$11.3K ﹤0.01%
+464
490
$11.2K ﹤0.01%
242
+3
491
$10.9K ﹤0.01%
157
+6
492
$10.6K ﹤0.01%
263
-3,275
493
$10.5K ﹤0.01%
+321
494
$10.4K ﹤0.01%
159
495
$10.2K ﹤0.01%
+54
496
$9.99K ﹤0.01%
232
497
$9.66K ﹤0.01%
320
+120
498
$8.88K ﹤0.01%
+253
499
$8.23K ﹤0.01%
158
500
$7.71K ﹤0.01%
508
18 19
20
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