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
151
$267K 0.13%
9,724
152
$267K 0.13%
5,280
-596
153
$266K 0.13%
5,937
-235
154
$260K 0.13%
11,875
155
$259K 0.13%
909
+85
156
$254K 0.12%
21,610
157
$251K 0.12%
+14,065
158
$250K 0.12%
3,168
159
$250K 0.12%
14,056
160
$250K 0.12%
+850
161
$247K 0.12%
2,708
-32
162
$241K 0.12%
2,907
+1
163
$236K 0.12%
4,801
164
$232K 0.11%
3,881
165
$226K 0.11%
4,214
166
$224K 0.11%
2,633
+1
167
$224K 0.11%
7,265
+2,097
168
$220K 0.11%
+3,193
169
$217K 0.11%
5,699
+5
170
$217K 0.11%
579
-63
171
$215K 0.1%
+1,488
172
$215K 0.1%
+3,508
173
$211K 0.1%
+991
174
$210K 0.1%
1,740
-107
175
$207K 0.1%
2,369
+341
5 6
7
8 9