WP

WealthShield Partners Portfolio holdings

AUM $882M
1-Year Est. Return 16.21%
This Fund
S&P 500
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
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10
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261
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262
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263
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264
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-1,279
265
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-10,213
7 8 9 10
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