WP
WealthShield Partners Portfolio holdings
AUM
$827M
1-Year Est. Return
15.07%
1 Year Est. Return
+15.07%
AUM
$776M
AUM Growth
+$70.6M
(+10%)
Holding
552
Top Buys
| 1 | +$5.91M | |
| 2 | +$4.27M | |
| 3 | +$4.05M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.43M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$3.31M |
Top Sells
| 1 | +$3.55M | |
| 2 | +$2.33M | |
| 3 | +$1.59M | |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$1.39M |
| 5 |
Lockheed Martin
LMT
|
+$1.38M |
Sector Composition
| 1 | Technology | 11.15% |
| 2 | Financials | 5.19% |
| 3 | Communication Services | 3.19% |
| 4 | Consumer Discretionary | 3.16% |
| 5 | Industrials | 3.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.92B
| – | – |
-56
|
|
||
552
BlackRock Enhanced Global Dividend Trust
BOE
$644M
| – | – |
-16,315
|
|