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
$147M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.41M
3
+$2.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.27M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.7M

Top Sells

1
+$8.86M
2
+$6.88M
3
+$2.55M
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$2.38M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.22M

Sector Composition

1 Financials 2.25%
2 Consumer Staples 2.21%
3 Healthcare 1.56%
4 Industrials 1.53%
5 Technology 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$553K 0.38%
8,110
+829
52
$552K 0.38%
6,399
+2,268
53
$549K 0.37%
2,547
54
$545K 0.37%
9,105
-422
55
$539K 0.37%
10,696
+564
56
$525K 0.36%
5,195
-2,097
57
$512K 0.35%
3,914
-74
58
$491K 0.33%
6,587
-121
59
$484K 0.33%
4,657
-1,397
60
$484K 0.33%
3,502
-75
61
$478K 0.33%
9,031
62
$476K 0.32%
18,871
+7,845
63
$473K 0.32%
6,024
-636
64
$462K 0.31%
12,131
+900
65
$456K 0.31%
5,857
-3,521
66
$444K 0.3%
4,372
+206
67
$433K 0.3%
1,884
+121
68
$422K 0.29%
4,593
+51
69
$419K 0.29%
6,909
-107
70
$415K 0.28%
12,705
+1,421
71
$397K 0.27%
16,000
72
$394K 0.27%
+7,905
73
$393K 0.27%
3,043
+758
74
$387K 0.26%
+5,299
75
$383K 0.26%
+8,200
1 2
3
4 5