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
$147M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.41M
3
+$2.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.27M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.7M

Top Sells

1
+$8.86M
2
+$6.88M
3
+$2.55M
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$2.38M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.22M

Sector Composition

1 Financials 2.25%
2 Consumer Staples 2.21%
3 Healthcare 1.56%
4 Industrials 1.53%
5 Technology 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$32K 0.02%
1,293
177
$31K 0.02%
515
178
$31K 0.02%
330
+289
179
$26K 0.02%
624
-708
180
$26K 0.02%
536
181
$26K 0.02%
+512
182
$26K 0.02%
+295
183
$25K 0.02%
436
-92
184
$23K 0.02%
259
185
$22K 0.02%
260
186
$21K 0.01%
400
+200
187
$21K 0.01%
306
188
$21K 0.01%
247
+15
189
$20K 0.01%
187
190
$20K 0.01%
366
191
$19K 0.01%
366
192
$15K 0.01%
650
193
$15K 0.01%
302
194
$14K 0.01%
320
195
$14K 0.01%
473
196
$14K 0.01%
100
+4
197
$14K 0.01%
299
198
$14K 0.01%
480
199
$13K 0.01%
175
200
$13K 0.01%
551
+1
6 7
8
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