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
126
$344K 0.17%
7,634
-286
127
$342K 0.17%
2,351
+239
128
$336K 0.16%
10,926
-6,620
129
$329K 0.16%
2,391
+191
130
$329K 0.16%
1,989
131
$324K 0.16%
9,273
-1,280
132
$323K 0.16%
5,507
-1,345
133
$321K 0.16%
9,127
+8
134
$321K 0.16%
2,199
+198
135
$320K 0.16%
8,468
-1,097
136
$320K 0.16%
8,105
+8
137
$317K 0.15%
2,547
138
$307K 0.15%
1,998
-339
139
$293K 0.14%
2,273
-320
140
$292K 0.14%
2,281
141
$290K 0.14%
9,203
-1,503
142
$286K 0.14%
4,280
+300
143
$280K 0.14%
2,990
-261
144
$279K 0.14%
10,141
-5,516
145
$276K 0.13%
10,332
+466
146
$272K 0.13%
2,231
+465
147
$272K 0.13%
4,981
148
$269K 0.13%
+1,933
149
$269K 0.13%
4,838
150
$268K 0.13%
+1,489
4 5
6
7 8