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
$164M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.49M
3
+$3.91M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$3.31M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$1.66M

Top Sells

1
+$5.84M
2
+$2.5M
3
+$2.49M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.08M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.86M

Sector Composition

1 Financials 2.52%
2 Consumer Staples 2.05%
3 Industrials 1.44%
4 Technology 1.18%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.76%
23,878
-986
27
$1.24M 0.75%
+25,859
28
$1.22M 0.74%
79,176
+75,523
29
$1.19M 0.73%
30,510
+3,685
30
$1.1M 0.67%
51,564
+264
31
$1.05M 0.64%
10,204
-496
32
$1.01M 0.62%
14,795
-500
33
$963K 0.59%
17,129
+1,535
34
$937K 0.57%
17,850
+399
35
$881K 0.54%
8,254
-333
36
$876K 0.53%
11,216
-168
37
$875K 0.53%
6,506
38
$872K 0.53%
7,613
-563
39
$864K 0.53%
18,664
+492
40
$835K 0.51%
13,330
41
$798K 0.49%
16,254
+11,515
42
$736K 0.45%
14,314
43
$695K 0.42%
15,708
-1,959
44
$692K 0.42%
6,360
-180
45
$681K 0.42%
3,648
-505
46
$677K 0.41%
20,951
+19,012
47
$671K 0.41%
25,234
-93,879
48
$620K 0.38%
9,253
-281
49
$606K 0.37%
7,331
-204
50
$583K 0.36%
+9,712
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