WP

WealthShield Partners Portfolio holdings

AUM $827M
1-Year Est. Return 15.07%
This Quarter Est. Return
1 Year Est. Return
+15.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$5.65M
3
+$2.63M
4
TLTW icon
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
+$2.26M
5
MBB icon
iShares MBS ETF
MBB
+$2.02M

Top Sells

1
+$9.34M
2
+$5.93M
3
+$5.65M
4
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$5.48M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.27M

Sector Composition

1 Technology 4.9%
2 Healthcare 2.79%
3 Financials 2.29%
4 Consumer Discretionary 1.94%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
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