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
151
$61K 0.04%
2,464
-2
152
$61K 0.04%
500
153
$60K 0.04%
686
154
$59K 0.04%
1,563
155
$58K 0.04%
588
156
$57K 0.03%
2,970
-200
157
$55K 0.03%
+46,036
158
$50K 0.03%
930
159
$45K 0.03%
296
+96
160
$45K 0.03%
378
-240
161
$43K 0.03%
833
162
$42K 0.03%
663
163
$40K 0.02%
194
164
$38K 0.02%
1,293
165
$36K 0.02%
562
166
$32K 0.02%
1,117
167
$31K 0.02%
1,478
168
$31K 0.02%
515
-55
169
$31K 0.02%
347
170
$30K 0.02%
536
171
$29K 0.02%
+25,025
172
$28K 0.02%
536
-442
173
$28K 0.02%
+1,750
174
$27K 0.02%
+400
175
$25K 0.02%
500
5 6
7
8 9