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WealthShield Partners Portfolio holdings

AUM $898M
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
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
+$2.97M
2
+$2.75M
3
+$1.9M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.83M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.64M

Top Sells

1
+$14.4M
2
+$13.1M
3
+$10.2M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$6.08M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.66M

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
501
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502
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-2,542
503
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-295
504
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-4,099
505
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-98,195
506
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-2,406
507
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-440
508
– –
-1,988
509
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-2,750
510
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-24,812
511
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-4,395
512
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-3,275
513
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-1,855
514
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-4,450
515
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-9
516
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-4,101
517
– –
-2,205
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