WP
WealthShield Partners Portfolio holdings
AUM
$827M
1-Year Return
15.07%
This Quarter Return
-12.52%
1 Year Return
+15.07%
3 Year Return
+52.26%
5 Year Return
+86.87%
10 Year Return
–
AUM
$505M
AUM Growth
-$120M
(-19%)
Cap. Flow
-$42.7M
Cap. Flow
% of AUM
-8.47%
Top 10 Holdings %
Top 10 Hldgs %
24.93%
Holding
347
New
16
Increased
160
Reduced
100
Closed
57
Top Buys
| 1 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$7.88M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.98M |
| 3 |
iShares Core High Dividend ETF
HDV
|
$2.94M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.86M |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$2.41M |
Top Sells
Sector Composition
| 1 | Technology | 5.34% |
| 2 | Healthcare | 3.14% |
| 3 | Financials | 2.64% |
| 4 | Consumer Discretionary | 1.71% |
| 5 | Communication Services | 1.52% |
