WP
WealthShield Partners Portfolio holdings
AUM
$907M
1-Year Est. Return
18.38%
This Fund
S&P 500
1 Year Est. Return
+18.38%
AUM
$882M
AUM Growth
+$54.6M
(+6.6%)
Holding
578
Top Buys
| 1 | +$4.18M | |
| 2 | +$3.05M | |
| 3 | +$2.89M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$2.06M |
| 5 |
McDonald's
MCD
|
+$1.95M |
Top Sells
| 1 | +$4.11M | |
| 2 | +$3.81M | |
| 3 | +$3.58M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$2.25M |
| 5 |
FISV
Fiserv Inc
FISV
|
+$2.09M |
Sector Composition
| 1 | Technology | 11.67% |
| 2 | Financials | 5.27% |
| 3 | Consumer Discretionary | 3.55% |
| 4 | Communication Services | 3.41% |
| 5 | Industrials | 2.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WIW
576
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$530M
| – | – |
-10,000
|
|
||
577
State Street SPDR S&P Semiconductor ETF
XSD
$1.8B
| – | – |
-11
|
|
||
578
Adobe
ADBE
$110B
| – | – |
-547
|
|