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
$147M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.41M
3
+$2.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.27M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.7M

Top Sells

1
+$8.86M
2
+$6.88M
3
+$2.55M
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$2.38M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.22M

Sector Composition

1 Financials 2.25%
2 Consumer Staples 2.21%
3 Healthcare 1.56%
4 Industrials 1.53%
5 Technology 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$192K 0.13%
+14,212
127
$191K 0.13%
1,430
-232
128
$190K 0.13%
5,581
+103
129
$172K 0.12%
5,449
+4
130
$150K 0.1%
+5,000
131
$149K 0.1%
+2,836
132
$145K 0.1%
4,943
+1,609
133
$142K 0.1%
2,803
134
$140K 0.1%
1,654
-405
135
$140K 0.1%
2,670
+1,421
136
$139K 0.09%
2,090
+123
137
$130K 0.09%
10,989
-380
138
$129K 0.09%
4,875
+1,178
139
$125K 0.09%
1,237
-3,479
140
$116K 0.08%
1,455
141
$108K 0.07%
+3,938
142
$106K 0.07%
10,100
143
$106K 0.07%
2,386
+334
144
$105K 0.07%
5,871
+1,696
145
$99K 0.07%
+1,294
146
$98K 0.07%
2,181
147
$97K 0.07%
2,958
+893
148
$91K 0.06%
1,880
-544
149
$90K 0.06%
3,466
150
$87K 0.06%
3,510
+2,967
4 5
6
7 8