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
101
$459K 0.22%
2,693
-815
102
$453K 0.22%
8,687
-3,109
103
$453K 0.22%
4,494
104
$444K 0.22%
21,810
105
$442K 0.22%
8,361
-2,470
106
$428K 0.21%
3,136
107
$426K 0.21%
7,088
-1,846
108
$426K 0.21%
8,407
-926
109
$422K 0.21%
1,592
+119
110
$414K 0.2%
9,876
-1,292
111
$411K 0.2%
7,395
112
$410K 0.2%
3,837
+143
113
$408K 0.2%
1,204
+43
114
$408K 0.2%
4,696
+147
115
$408K 0.2%
3,400
+57
116
$406K 0.2%
5,013
-415
117
$404K 0.2%
8,419
+1,654
118
$392K 0.19%
3,057
+572
119
$391K 0.19%
3,002
-313
120
$384K 0.19%
1,085
-369
121
$377K 0.18%
8,129
+1,632
122
$374K 0.18%
4,408
-152
123
$355K 0.17%
3,628
+1,041
124
$351K 0.17%
4,423
+188
125
$346K 0.17%
+5,160
3 4
5
6 7