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
176
$25K 0.02%
187
177
$25K 0.02%
260
178
$24K 0.01%
366
179
$23K 0.01%
800
180
$21K 0.01%
407
181
$21K 0.01%
590
-420
182
$20K 0.01%
306
183
$20K 0.01%
784
184
$19K 0.01%
232
-2,967
185
$18K 0.01%
630
186
$18K 0.01%
240
187
$18K 0.01%
302
-4,041
188
$17K 0.01%
727
-280
189
$17K 0.01%
436
190
$17K 0.01%
151
+56
191
$16K 0.01%
+299
192
$16K 0.01%
+255
193
$15K 0.01%
+175
194
$15K 0.01%
232
195
$15K 0.01%
320
196
$15K 0.01%
473
197
$14K 0.01%
432
-462
198
$14K 0.01%
144
199
$13K 0.01%
543
-331
200
$11K 0.01%
200
-4,131
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