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
176
$206K 0.1%
+3,408
177
$198K 0.1%
6,310
-930
178
$197K 0.1%
1,189
179
$186K 0.09%
6,718
-1,369
180
$186K 0.09%
+12,949
181
$185K 0.09%
1,891
182
$176K 0.09%
2,185
183
$168K 0.08%
4,649
-986
184
$160K 0.08%
4,900
-680
185
$154K 0.08%
2,607
186
$139K 0.07%
1,269
187
$127K 0.06%
4,976
188
$120K 0.06%
1,612
189
$115K 0.06%
2,222
+308
190
$107K 0.05%
1,050
+1
191
$103K 0.05%
2,741
-71
192
$96K 0.05%
1,444
+42
193
$93K 0.05%
3,466
194
$91K 0.04%
962
195
$87K 0.04%
1,063
+60
196
$83K 0.04%
1,358
+1,056
197
$80K 0.04%
+848
198
$79K 0.04%
2,609
199
$77K 0.04%
1,858
-28
200
$75K 0.04%
1,495
+357
6 7
8
9 10