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
76
$601K 0.29%
6,835
+1,597
77
$601K 0.29%
11,295
-200
78
$599K 0.29%
22,606
-1,592
79
$592K 0.29%
5,219
+1,672
80
$584K 0.28%
9,031
81
$581K 0.28%
3,187
+104
82
$554K 0.27%
36,936
83
$543K 0.26%
5,950
-200
84
$538K 0.26%
10,573
-13
85
$535K 0.26%
14,186
-125
86
$530K 0.26%
3,594
+202
87
$528K 0.26%
4,605
+333
88
$516K 0.25%
9,730
89
$514K 0.25%
16,800
90
$513K 0.25%
3,589
-50
91
$509K 0.25%
5,626
+1,506
92
$503K 0.25%
7,208
+261
93
$486K 0.24%
5,504
+1
94
$484K 0.24%
8,300
-11,982
95
$480K 0.23%
10,787
+393
96
$473K 0.23%
4,104
-1,237
97
$473K 0.23%
6,803
98
$466K 0.23%
11,775
+1,128
99
$464K 0.23%
5,725
-10
100
$462K 0.23%
3,611
-2,102
2 3
4
5 6