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
201
$70K 0.03%
949
202
$70K 0.03%
613
+31
203
$68K 0.03%
2,071
204
$66K 0.03%
827
-628
205
$65K 0.03%
1,617
206
$64K 0.03%
993
207
$64K 0.03%
+675
208
$63K 0.03%
+771
209
$62K 0.03%
614
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210
$57K 0.03%
1,231
211
$55K 0.03%
654
+11
212
$54K 0.03%
1,540
+268
213
$51K 0.02%
2,443
214
$49K 0.02%
391
-14
215
$47K 0.02%
1,637
216
$45K 0.02%
911
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217
$45K 0.02%
1,660
218
$44K 0.02%
582
219
$43K 0.02%
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220
$41K 0.02%
1,324
221
$39K 0.02%
3,012
222
$34K 0.02%
579
223
$32K 0.02%
536
224
$32K 0.02%
1,682
-215
225
$28K 0.01%
129
7 8
9
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