WP
WealthShield Partners Portfolio holdings
AUM
$827M
1-Year Return
15.07%
This Quarter Return
+11.99%
1 Year Return
+15.07%
3 Year Return
+52.26%
5 Year Return
+86.87%
10 Year Return
–
AUM
$542M
AUM Growth
+$256M
(+90%)
Cap. Flow
+$232M
Cap. Flow
% of AUM
42.84%
Top 10 Holdings %
Top 10 Hldgs %
25.18%
Holding
438
New
49
Increased
170
Reduced
64
Closed
139
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$14.7M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$9.89M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$9.72M |
| 4 |
Tesla
TSLA
|
+$9.06M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$8.82M |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$3.18M |
| 2 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$1.37M |
| 3 |
AdvisorShares Dorsey Wright ADR ETF
AADR
|
+$1.32M |
| 4 |
iShares US Financial Services ETF
IYG
|
+$1.2M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.14M |
Sector Composition
| 1 | Technology | 4.81% |
| 2 | Consumer Discretionary | 3.99% |
| 3 | Financials | 3.28% |
| 4 | Industrials | 2.25% |
| 5 | Healthcare | 2.19% |
