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
101
$1.76M 0.27%
27,434
-3,758
102
$1.72M 0.26%
8,380
+2,555
103
$1.71M 0.26%
20,968
+395
104
$1.71M 0.26%
11,486
+623
105
$1.64M 0.25%
9,917
+694
106
$1.63M 0.25%
10,743
+961
107
$1.61M 0.25%
3,967
-411
108
$1.59M 0.24%
31,688
-16,950
109
$1.59M 0.24%
33,578
+1,665
110
$1.59M 0.24%
7,224
-748
111
$1.58M 0.24%
9,576
+33
112
$1.57M 0.24%
46,755
+902
113
$1.55M 0.24%
17,060
+4,333
114
$1.55M 0.24%
4,969
-3,322
115
$1.49M 0.23%
29,764
-435
116
$1.47M 0.22%
14,302
-1,801
117
$1.47M 0.22%
12,281
-11,072
118
$1.43M 0.22%
27,384
+1,279
119
$1.36M 0.21%
27,994
-176
120
$1.31M 0.2%
33,392
+394
121
$1.3M 0.2%
49,779
-894
122
$1.28M 0.19%
18,030
+14,611
123
$1.27M 0.19%
4,965
-1,482
124
$1.26M 0.19%
30,602
+9,958
125
$1.25M 0.19%
5,535
-2,587
3 4
5
6 7