WP
WealthShield Partners Portfolio holdings
AUM
$827M
This Quarter Return
+1.91%
1 Year Return
+15.07%
3 Year Return
+52.26%
5 Year Return
+86.87%
10 Year Return
–
AUM
$164M
AUM Growth
+$164M
(+3.9%)
Cap. Flow
+$4.33M
Cap. Flow
% of AUM
2.64%
Top 10 Holdings %
Top 10 Hldgs %
49.03%
Holding
265
New
27
Increased
52
Reduced
72
Closed
17
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$5.01M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$4.49M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.91M |
| 4 |
iShares Agency Bond ETF
AGZ
|
$3.31M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.66M |
Top Sells
Sector Composition
| 1 | Financials | 2.52% |
| 2 | Consumer Staples | 2.05% |
| 3 | Industrials | 1.44% |
| 4 | Technology | 1.18% |
| 5 | Healthcare | 1.17% |
