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
$608M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.03M
3
+$1.98M
4
AMD icon
Advanced Micro Devices
AMD
+$1.96M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.96M

Top Sells

1
+$15.3M
2
+$14.1M
3
+$10.9M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$6.52M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$5.9M

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
51
$3.04M 0.5%
57,729
+6,039
52
$3.03M 0.5%
47,665
-1,818
53
$3.03M 0.5%
+20,572
54
$2.93M 0.48%
27,094
+3,832
55
$2.88M 0.47%
19,872
-4,183
56
$2.81M 0.46%
21,873
+5,534
57
$2.8M 0.46%
25,120
+1,810
58
$2.79M 0.46%
12,064
+3,218
59
$2.78M 0.46%
29,654
+2,767
60
$2.75M 0.45%
18,423
+9,115
61
$2.71M 0.45%
53,774
-6,246
62
$2.62M 0.43%
12,159
+1,749
63
$2.6M 0.43%
3,846
+1,659
64
$2.59M 0.43%
34,320
-5,994
65
$2.58M 0.42%
11,747
-2,629
66
$2.53M 0.42%
25,527
-8,525
67
$2.52M 0.41%
22,913
+1,987
68
$2.47M 0.41%
38,031
-637
69
$2.47M 0.41%
98,427
+90
70
$2.47M 0.41%
4,235
+2,168
71
$2.47M 0.41%
52,483
+25,398
72
$2.46M 0.41%
99,262
-3,194
73
$2.41M 0.4%
9,144
-9,112
74
$2.4M 0.4%
9,826
-3,957
75
$2.34M 0.38%
99,006
-1,146
1 2
3
4 5