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
$505M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$2.98M
3
+$2.94M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.86M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.41M

Top Sells

1
+$15.6M
2
+$9.13M
3
+$7.03M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$5.75M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.1M

Sector Composition

1 Technology 5.34%
2 Healthcare 3.14%
3 Financials 2.64%
4 Consumer Discretionary 1.71%
5 Communication Services 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
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