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
51
$573K 0.35%
3,983
-485
52
$564K 0.34%
3,577
-812
53
$563K 0.34%
16,000
54
$542K 0.33%
6,652
+67
55
$529K 0.32%
6,764
56
$520K 0.32%
3,319
+100
57
$518K 0.32%
4,867
-54,852
58
$517K 0.32%
10,132
+415
59
$516K 0.31%
17,613
+15,975
60
$504K 0.31%
7,191
61
$487K 0.3%
2,547
62
$473K 0.29%
11,206
63
$469K 0.29%
9,031
64
$456K 0.28%
11,184
+2,540
65
$442K 0.27%
1,763
-473
66
$441K 0.27%
6,679
+145
67
$427K 0.26%
13,474
+4,178
68
$412K 0.25%
9,498
-211
69
$411K 0.25%
4,166
-307
70
$408K 0.25%
3,681
+103
71
$398K 0.24%
4,835
72
$359K 0.22%
6,783
73
$358K 0.22%
6,898
-764
74
$358K 0.22%
4,879
75
$355K 0.22%
4,542
+1
1 2
3
4 5