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
$608M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.03M
3
+$1.98M
4
AMD icon
Advanced Micro Devices
AMD
+$1.96M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.96M

Top Sells

1
+$15.3M
2
+$14.1M
3
+$10.9M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$6.52M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$5.9M

Sector Composition

1 Technology 7.28%
2 Financials 3.82%
3 Healthcare 3.44%
4 Consumer Discretionary 3.09%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.72M 0.28%
34,248
+26,166
102
$1.71M 0.28%
23,301
+20,318
103
$1.67M 0.27%
32,671
+12,048
104
$1.66M 0.27%
7,571
+261
105
$1.66M 0.27%
37,904
-4,294
106
$1.61M 0.27%
20,680
-18,300
107
$1.61M 0.27%
44,538
+2,046
108
$1.58M 0.26%
9,233
-150
109
$1.57M 0.26%
5,710
-370
110
$1.57M 0.26%
9,017
+158
111
$1.56M 0.26%
+3,446
112
$1.55M 0.25%
4,925
-1,106
113
$1.49M 0.25%
10,194
+147
114
$1.48M 0.24%
8,990
+1,174
115
$1.45M 0.24%
31,102
+462
116
$1.41M 0.23%
10,650
-826
117
$1.4M 0.23%
43,760
-24,155
118
$1.31M 0.22%
25,966
+18,812
119
$1.3M 0.21%
+19,953
120
$1.29M 0.21%
32,871
+1,801
121
$1.28M 0.21%
50,244
-6
122
$1.27M 0.21%
6,795
-2,500
123
$1.25M 0.21%
33,278
-10,649
124
$1.23M 0.2%
21,281
+2,647
125
$1.23M 0.2%
7,461
-5,542
3 4
5
6 7