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
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$7.17M
3
+$6.15M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.53M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.39M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 2.16%
2 Financials 1.84%
3 Technology 1.42%
4 Healthcare 1.06%
5 Consumer Discretionary 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$283K 0.17%
+5,585
102
$279K 0.17%
+16,169
103
$277K 0.17%
+9,262
104
$274K 0.17%
+2,623
105
$272K 0.17%
+2,554
106
$271K 0.17%
+1,761
107
$263K 0.16%
+1,592
108
$260K 0.16%
+3,678
109
$260K 0.16%
+7,923
110
$254K 0.15%
+1,023
111
$253K 0.15%
+1,988
112
$250K 0.15%
+6,439
113
$248K 0.15%
+2,726
114
$239K 0.15%
+1,415
115
$237K 0.14%
+3,233
116
$235K 0.14%
+1,195
117
$235K 0.14%
+1,655
118
$234K 0.14%
+4,867
119
$233K 0.14%
+1,284
120
$232K 0.14%
+3,049
121
$231K 0.14%
+7,947
122
$226K 0.14%
+2,707
123
$219K 0.13%
+1,510
124
$207K 0.13%
+3,427
125
$204K 0.12%
+1,631
3 4
5
6 7