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
$656M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$4.2M
3
+$3.15M
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$2.63M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.33M

Top Sells

1
+$5.56M
2
+$2.14M
3
+$1.84M
4
IQV icon
IQVIA
IQV
+$1.8M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.32M

Sector Composition

1 Technology 8.93%
2 Financials 3.99%
3 Consumer Discretionary 3.14%
4 Healthcare 3%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.44M 0.52%
3,804
+339
52
$3.42M 0.52%
52,580
-904
53
$3.41M 0.52%
10,887
-28
54
$3.41M 0.52%
4,015
+186
55
$3.37M 0.51%
36,744
+15,632
56
$3.33M 0.51%
24,361
+1,544
57
$3.33M 0.51%
10,111
-17
58
$3.28M 0.5%
12,486
+850
59
$3.25M 0.5%
122,222
+18,765
60
$3.09M 0.47%
24,832
+1,238
61
$3.04M 0.46%
42,258
+2,136
62
$3.03M 0.46%
46,123
-1,222
63
$2.98M 0.45%
72,143
+6,277
64
$2.95M 0.45%
23,122
-196
65
$2.88M 0.44%
14,635
+1,430
66
$2.86M 0.44%
6,131
+743
67
$2.84M 0.43%
36,055
+488
68
$2.81M 0.43%
15,335
+808
69
$2.79M 0.42%
17,181
+5,167
70
$2.76M 0.42%
108,041
+103,141
71
$2.66M 0.41%
17,624
+2,552
72
$2.65M 0.4%
33,073
-3,511
73
$2.64M 0.4%
101,265
+750
74
$2.62M 0.4%
13,105
+543
75
$2.58M 0.39%
120,312
+3,249
1 2
3
4 5