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
126
$172K 0.1%
4,892
+4,077
127
$171K 0.1%
2,945
-409
128
$170K 0.1%
3,080
-8,515
129
$149K 0.09%
5,019
+3,348
130
$141K 0.09%
11,369
-541
131
$137K 0.08%
+2,420
132
$122K 0.07%
3,223
-115
133
$121K 0.07%
1,450
-7,693
134
$110K 0.07%
10,100
135
$108K 0.07%
2,181
136
$97K 0.06%
+26,616
137
$96K 0.06%
2,052
138
$95K 0.06%
3,466
139
$91K 0.06%
3,253
+1,103
140
$91K 0.06%
1,704
-737
141
$89K 0.05%
+1,600
142
$87K 0.05%
2,493
+2,228
143
$85K 0.05%
962
144
$80K 0.05%
1,281
145
$79K 0.05%
782
146
$75K 0.05%
2,325
+2,055
147
$68K 0.04%
949
148
$66K 0.04%
1,143
149
$63K 0.04%
1,332
+585
150
$63K 0.04%
557
-401
4 5
6
7 8