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
76
$379K 0.26%
3,780
-12,011
77
$378K 0.26%
5,221
+891
78
$375K 0.26%
+11,656
79
$354K 0.24%
3,855
+996
80
$345K 0.24%
3,274
81
$337K 0.23%
6,679
82
$332K 0.23%
4,099
+2,039
83
$332K 0.23%
+4,849
84
$331K 0.23%
13,474
85
$328K 0.22%
3,018
-722
86
$318K 0.22%
2,407
+662
87
$315K 0.21%
5,533
-8
88
$315K 0.21%
9,697
+3,823
89
$311K 0.21%
2,313
+582
90
$309K 0.21%
4,726
91
$297K 0.2%
6,161
+285
92
$289K 0.2%
3,135
-461
93
$288K 0.2%
2,597
-210
94
$283K 0.19%
5,740
-22,437
95
$281K 0.19%
7,738
+908
96
$280K 0.19%
7,165
-244
97
$270K 0.18%
6,424
+908
98
$265K 0.18%
+3,113
99
$260K 0.18%
855
100
$254K 0.17%
10,310
+2,032
2 3
4
5 6