WP

WealthShield Partners Portfolio holdings

AUM $882M
1-Year Est. Return 16.21%
This Quarter Est. Return
1 Year Est. Return
+16.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.49M
3
+$3.91M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$3.31M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.66M

Top Sells

1
+$5.84M
2
+$2.5M
3
+$2.49M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.08M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.86M

Sector Composition

1 Financials 2.52%
2 Consumer Staples 2.05%
3 Industrials 1.44%
4 Technology 1.18%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-1,358
252
– –
-108
253
– –
-6,608
254
$0 ﹤0.01%
10
255
– –
-1,023
256
$0 ﹤0.01%
5
257
– –
-16
258
– –
-1,366
259
– –
-5,098
260
$0 ﹤0.01%
12
-11
261
$0 ﹤0.01%
+12
262
– –
-700
263
$0 ﹤0.01%
6
264
$0 ﹤0.01%
8
265
$0 ﹤0.01%
+8
7 8 9 10
11