WP
WealthShield Partners Portfolio holdings
AUM
$827M
1-Year Return
15.07%
This Quarter Return
+5.6%
1 Year Return
+15.07%
3 Year Return
+52.26%
5 Year Return
+86.87%
10 Year Return
–
AUM
$556M
AUM Growth
+$14.5M
(+2.7%)
Cap. Flow
+$807K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
25.05%
Holding
1,208
New
903
Increased
79
Reduced
178
Closed
33
Top Buys
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$10.8M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$9.08M |
| 3 |
Pacer Trendpilot US Bond ETF
PTBD
|
$7.6M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$7.53M |
| 5 |
Vident US Bond Strategy ETF
VBND
|
$5.65M |
Top Sells
Sector Composition
| 1 | Technology | 4.41% |
| 2 | Financials | 3.29% |
| 3 | Consumer Discretionary | 2.91% |
| 4 | Industrials | 2.33% |
| 5 | Healthcare | 1.95% |
