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
$205M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.39M
3
+$1.2M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$815K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$810K

Top Sells

1
+$1.85M
2
+$699K
3
+$521K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$509K
5
STI
SunTrust Banks, Inc.
STI
+$451K

Sector Composition

1 Consumer Staples 4.08%
2 Financials 2.98%
3 Technology 2.24%
4 Industrials 2.07%
5 Healthcare 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$880K 0.43%
2,734
+22
52
$876K 0.43%
16,306
53
$862K 0.42%
17,812
+3,404
54
$815K 0.4%
+31,907
55
$796K 0.39%
2,914
+244
56
$782K 0.38%
2,399
+169
57
$761K 0.37%
2,574
+590
58
$732K 0.36%
27,308
-1,515
59
$718K 0.35%
19,103
+998
60
$711K 0.35%
14,098
-10,091
61
$688K 0.34%
5,950
-470
62
$684K 0.33%
23,158
+7,057
63
$681K 0.33%
9,809
-2,266
64
$668K 0.33%
10,143
65
$663K 0.32%
9,848
+864
66
$657K 0.32%
2,795
+229
67
$650K 0.32%
6,181
+365
68
$636K 0.31%
6,378
+769
69
$633K 0.31%
3,601
70
$624K 0.3%
7,184
-1,419
71
$624K 0.3%
2,917
+176
72
$623K 0.3%
3,497
73
$614K 0.3%
3,179
+60
74
$608K 0.3%
11,359
75
$606K 0.3%
6,536
1 2
3
4 5