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
$522M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$5.65M
3
+$2.63M
4
TLTW icon
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
+$2.26M
5
MBB icon
iShares MBS ETF
MBB
+$2.02M

Top Sells

1
+$9.34M
2
+$5.93M
3
+$5.65M
4
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$5.48M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.27M

Sector Composition

1 Technology 4.9%
2 Healthcare 2.79%
3 Financials 2.29%
4 Consumer Discretionary 1.94%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.59M 0.5%
55,780
-3,469
52
$2.57M 0.49%
14,303
+28
53
$2.5M 0.48%
20,059
-9,607
54
$2.47M 0.47%
37,149
-6,578
55
$2.47M 0.47%
42,206
-6,387
56
$2.46M 0.47%
13,910
+668
57
$2.39M 0.46%
21,375
+203
58
$2.37M 0.45%
51,977
-15,018
59
$2.37M 0.45%
50,753
-19,297
60
$2.37M 0.45%
15,610
+6,293
61
$2.32M 0.44%
25,387
-64,784
62
$2.26M 0.43%
31,348
+3,484
63
$2.25M 0.43%
92,062
+79,100
64
$2.23M 0.43%
24,629
-759
65
$2.17M 0.42%
14,881
+12,712
66
$2.16M 0.41%
8,344
+371
67
$2.13M 0.41%
32,410
+2,184
68
$2.09M 0.4%
88,357
-2,000
69
$2.08M 0.4%
55,531
+5,161
70
$2.06M 0.39%
94,287
+6,342
71
$1.98M 0.38%
21,788
+712
72
$1.93M 0.37%
95,510
+5,610
73
$1.91M 0.37%
+25,699
74
$1.91M 0.37%
59,119
+940
75
$1.91M 0.36%
23,940
+1,738
1 2
3
4 5