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
101
$258K 0.16%
3,040
-160
102
$258K 0.16%
1,932
-90
103
$257K 0.16%
5,544
+360
104
$256K 0.16%
3,080
-791
105
$239K 0.15%
3,060
-144
106
$237K 0.14%
2,184
107
$236K 0.14%
1,575
-80
108
$232K 0.14%
2,834
+90
109
$229K 0.14%
8,123
-1,139
110
$228K 0.14%
2,192
-362
111
$224K 0.14%
7,618
+1,170
112
$217K 0.13%
3,030
-25,985
113
$214K 0.13%
+2,792
114
$213K 0.13%
+1,836
115
$212K 0.13%
4,318
-1,267
116
$209K 0.13%
3,640
+150
117
$206K 0.13%
6,457
+5,942
118
$200K 0.12%
+854
119
$187K 0.11%
5,217
120
$182K 0.11%
2,554
-404
121
$180K 0.11%
6,573
-571
122
$180K 0.11%
4,820
+710
123
$176K 0.11%
2,047
+1,450
124
$175K 0.11%
2,060
-11,084
125
$174K 0.11%
+27,929
3 4
5
6 7