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
76
$2.58M 0.39%
10,019
+1,024
77
$2.53M 0.39%
9,378
+358
78
$2.53M 0.39%
14,576
+761
79
$2.48M 0.38%
104,224
+1,078
80
$2.45M 0.37%
25,242
-4,796
81
$2.43M 0.37%
10,592
+1,433
82
$2.26M 0.34%
21,207
-3,194
83
$2.26M 0.34%
4,144
+891
84
$2.14M 0.33%
5,530
+352
85
$2.14M 0.33%
22,851
+6,165
86
$2.12M 0.32%
+10,794
87
$2.1M 0.32%
61,003
-793
88
$2.08M 0.32%
13,327
+436
89
$2.05M 0.31%
20,430
+2,546
90
$2M 0.31%
56,737
-1,320
91
$1.98M 0.3%
4,432
+482
92
$1.97M 0.3%
26,728
+1,359
93
$1.95M 0.3%
54,899
-11,346
94
$1.93M 0.29%
3,850
-20
95
$1.9M 0.29%
16,797
+1,346
96
$1.89M 0.29%
37,904
97
$1.85M 0.28%
+29,117
98
$1.83M 0.28%
12,021
+971
99
$1.82M 0.28%
27,217
+1,899
100
$1.82M 0.28%
38,248
+2,086
2 3
4
5 6