WP
WealthShield Partners Portfolio holdings
AUM
$827M
1-Year Return
15.07%
This Quarter Return
+7.34%
1 Year Return
+15.07%
3 Year Return
+52.26%
5 Year Return
+86.87%
10 Year Return
–
AUM
$522M
AUM Growth
+$18M
(+3.6%)
Cap. Flow
-$13.2M
Cap. Flow
% of AUM
-2.53%
Top 10 Holdings %
Top 10 Hldgs %
25.47%
Holding
319
New
31
Increased
134
Reduced
111
Closed
31
Top Buys
| 1 |
iShares Fallen Angels USD Bond ETF
FALN
|
$7.02M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$5.65M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$2.63M |
| 4 |
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
|
$2.26M |
| 5 |
iShares MBS ETF
MBB
|
$2.02M |
Top Sells
Sector Composition
| 1 | Technology | 4.9% |
| 2 | Healthcare | 2.79% |
| 3 | Financials | 2.29% |
| 4 | Consumer Discretionary | 1.94% |
| 5 | Consumer Staples | 1.37% |
