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
126
$1.25M 0.19%
37,078
-580
127
$1.24M 0.19%
48,983
+3,331
128
$1.23M 0.19%
36,449
+3,403
129
$1.2M 0.18%
52,970
+860
130
$1.19M 0.18%
26,102
-6,018
131
$1.19M 0.18%
22,490
+6,530
132
$1.19M 0.18%
13,503
-179
133
$1.18M 0.18%
17,522
-2,406
134
$1.16M 0.18%
61,590
-23
135
$1.13M 0.17%
24,629
-425
136
$1.12M 0.17%
29,716
-312
137
$1.11M 0.17%
+15,022
138
$1.09M 0.17%
10,456
+1,859
139
$1.09M 0.17%
13,443
-588
140
$1.09M 0.17%
21,552
-13,318
141
$1.08M 0.16%
9,521
+9
142
$1.08M 0.16%
16,804
+644
143
$1.04M 0.16%
26,740
-3,911
144
$1.03M 0.16%
9,599
-6,314
145
$1.02M 0.16%
5,587
-280
146
$991K 0.15%
16,907
+3,890
147
$985K 0.15%
4,580
+875
148
$964K 0.15%
20,609
-802
149
$959K 0.15%
16,223
+431
150
$956K 0.15%
53,217
-437
4 5
6
7 8