WP
WealthShield Partners Portfolio holdings
AUM
$827M
This Quarter Return
-3.65%
1 Year Return
+15.07%
3 Year Return
+52.26%
5 Year Return
+86.87%
10 Year Return
–
AUM
$664M
AUM Growth
+$664M
(-0.02%)
Cap. Flow
+$26.2M
Cap. Flow
% of AUM
3.95%
Top 10 Holdings %
Top 10 Hldgs %
25.77%
Holding
509
New
24
Increased
187
Reduced
151
Closed
31
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.35M |
| 2 |
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
|
$4.79M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$3.05M |
| 4 |
Vanguard Growth ETF
VUG
|
$2.78M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.74M |
Top Sells
| 1 |
iShares Fallen Angels USD Bond ETF
FALN
|
$8.63M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$3.43M |
| 3 |
UnitedHealth
UNH
|
$2.3M |
| 4 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$1.97M |
| 5 |
Allstate
ALL
|
$1.93M |
Sector Composition
| 1 | Technology | 6.04% |
| 2 | Financials | 2.96% |
| 3 | Healthcare | 2.6% |
| 4 | Consumer Discretionary | 2.48% |
| 5 | Communication Services | 2.14% |
