WP
WealthShield Partners Portfolio holdings
AUM
$827M
This Quarter Return
+8.27%
1 Year Return
+15.07%
3 Year Return
+52.26%
5 Year Return
+86.87%
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(+22%)
Cap. Flow
+$21.4M
Cap. Flow
% of AUM
11.97%
Top 10 Holdings %
Top 10 Hldgs %
42.06%
Holding
296
New
47
Increased
77
Reduced
70
Closed
25
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$3.68M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$2.17M |
| 3 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$1.91M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.51M |
| 5 |
Pacer Trendpilot US Mid Cap ETF
PTMC
|
$1.49M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 2.59% |
| 2 | Financials | 2.33% |
| 3 | Technology | 1.77% |
| 4 | Industrials | 1.53% |
| 5 | Healthcare | 1.34% |
