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
$620M
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.66M
3
+$8.03M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$7.98M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.66M

Top Sells

1
+$8.23M
2
+$6.54M
3
+$3.99M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.92M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$2.26M

Sector Composition

1 Technology 5.48%
2 Healthcare 3.14%
3 Financials 2.7%
4 Consumer Discretionary 1.89%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.67M 0.27%
4,854
+174
102
$1.65M 0.27%
40,504
-2,654
103
$1.65M 0.27%
7,254
+668
104
$1.59M 0.26%
+8,161
105
$1.58M 0.26%
15,582
-890
106
$1.58M 0.25%
4,201
+55
107
$1.57M 0.25%
+9,192
108
$1.56M 0.25%
5,401
+635
109
$1.54M 0.25%
52,329
+1,049
110
$1.5M 0.24%
13,483
+4,119
111
$1.5M 0.24%
3,643
+365
112
$1.49M 0.24%
9,809
-287
113
$1.47M 0.24%
+7,666
114
$1.45M 0.23%
9,727
-277
115
$1.41M 0.23%
41,509
-22
116
$1.41M 0.23%
7,379
+1,560
117
$1.4M 0.22%
44,327
+17,924
118
$1.36M 0.22%
+16,727
119
$1.36M 0.22%
12,995
+605
120
$1.35M 0.22%
14,787
-9,842
121
$1.33M 0.21%
9,837
-19
122
$1.31M 0.21%
65,233
+26,444
123
$1.31M 0.21%
26,100
+35
124
$1.3M 0.21%
5,272
+1,536
125
$1.29M 0.21%
22,090
+257
3 4
5
6 7