WP
WealthShield Partners Portfolio holdings
AUM
$827M
This Quarter Return
+2.6%
1 Year Return
+15.07%
3 Year Return
+52.26%
5 Year Return
+86.87%
10 Year Return
–
AUM
$656M
AUM Growth
+$656M
(+6.1%)
Cap. Flow
+$34.5M
Cap. Flow
% of AUM
5.25%
Top 10 Holdings %
Top 10 Hldgs %
24.02%
Holding
495
New
20
Increased
182
Reduced
141
Closed
29
Top Buys
| 1 |
NVIDIA
NVDA
|
$8.39M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$5.15M |
| 3 |
CrowdStrike
CRWD
|
$4.2M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
$3.15M |
| 5 |
VanEck IG Floating Rate ETF
FLTR
|
$2.63M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.56M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$2.14M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.84M |
| 4 |
IQVIA
IQV
|
$1.8M |
| 5 |
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% |
