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
$620M
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.66M
3
+$8.03M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$7.98M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.66M

Top Sells

1
+$8.23M
2
+$6.54M
3
+$3.99M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.92M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$2.26M

Sector Composition

1 Technology 5.48%
2 Healthcare 3.14%
3 Financials 2.7%
4 Consumer Discretionary 1.89%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.05M 0.49%
47,696
+5,490
52
$3M 0.48%
22,365
-428
53
$2.99M 0.48%
41,113
+9,765
54
$2.96M 0.48%
50,644
+328
55
$2.89M 0.47%
47,726
-3,893
56
$2.87M 0.46%
111,245
+49,941
57
$2.85M 0.46%
14,604
+301
58
$2.79M 0.45%
102,880
-2,808
59
$2.74M 0.44%
28,306
-8,697
60
$2.69M 0.43%
17,334
+3,424
61
$2.64M 0.43%
+11,712
62
$2.54M 0.41%
+13,757
63
$2.4M 0.39%
12,033
-1,081
64
$2.39M 0.39%
+11,275
65
$2.39M 0.38%
43,104
+7,955
66
$2.36M 0.38%
58,412
+25,465
67
$2.34M 0.38%
17,104
+10,655
68
$2.33M 0.38%
95,027
+6,670
69
$2.32M 0.37%
32,287
-123
70
$2.22M 0.36%
35,311
+25,889
71
$2.19M 0.35%
41,942
+10,082
72
$2.18M 0.35%
23,513
+1,725
73
$2.18M 0.35%
96,396
+2,109
74
$2.11M 0.34%
13,097
+2,368
75
$2.1M 0.34%
7,307
-1,037
1 2
3
4 5