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
$608M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.03M
3
+$1.98M
4
AMD icon
Advanced Micro Devices
AMD
+$1.96M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.96M

Top Sells

1
+$15.3M
2
+$14.1M
3
+$10.9M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$6.52M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$5.9M

Sector Composition

1 Technology 7.28%
2 Financials 3.82%
3 Healthcare 3.44%
4 Consumer Discretionary 3.09%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$925K 0.15%
8,776
-15,753
152
$904K 0.15%
8,772
+133
153
$888K 0.15%
14,022
154
$862K 0.14%
25,566
+2,476
155
$849K 0.14%
8,447
-56
156
$845K 0.14%
11,217
-567
157
$838K 0.14%
8,387
-473
158
$836K 0.14%
+21,374
159
$807K 0.13%
10,800
160
$803K 0.13%
3,322
-571
161
$791K 0.13%
23,250
-9,289
162
$780K 0.13%
1,785
-1,402
163
$777K 0.13%
1,897
-392
164
$776K 0.13%
7,221
-2,853
165
$772K 0.13%
24,476
-4,665
166
$769K 0.13%
15,245
+2,234
167
$748K 0.12%
3,151
-692
168
$741K 0.12%
23,013
+132
169
$739K 0.12%
17,447
-4,117
170
$738K 0.12%
7,013
-1,376
171
$724K 0.12%
4,672
-176
172
$723K 0.12%
31,370
-54,938
173
$722K 0.12%
20,520
-110
174
$716K 0.12%
24,416
+7,366
175
$710K 0.12%
1,280
5 6
7
8 9