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
76
$354K 0.22%
2,916
-92
77
$344K 0.21%
3,274
-123
78
$342K 0.21%
3,692
-85
79
$337K 0.21%
12,046
+9,188
80
$327K 0.2%
4,130
-11
81
$311K 0.19%
5,541
+100
82
$309K 0.19%
+4,722
83
$309K 0.19%
6,447
84
$305K 0.19%
17,691
85
$304K 0.19%
855
86
$302K 0.18%
1,483
87
$299K 0.18%
9,283
+8,037
88
$293K 0.18%
2,416
-357
89
$287K 0.18%
14,443
90
$285K 0.17%
5,932
91
$283K 0.17%
+139,965
92
$283K 0.17%
9,915
+618
93
$281K 0.17%
2,567
-15,297
94
$278K 0.17%
4,553
+100
95
$273K 0.17%
1,403
+122
96
$273K 0.17%
+9,078
97
$267K 0.16%
1,628
98
$261K 0.16%
+73,313
99
$261K 0.16%
1,676
+744
100
$259K 0.16%
+2,716
2 3
4
5 6