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
$522M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$5.65M
3
+$2.63M
4
TLTW icon
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
+$2.26M
5
MBB icon
iShares MBS ETF
MBB
+$2.02M

Top Sells

1
+$9.34M
2
+$5.93M
3
+$5.65M
4
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$5.48M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.27M

Sector Composition

1 Technology 4.9%
2 Healthcare 2.79%
3 Financials 2.29%
4 Consumer Discretionary 1.94%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$609K 0.12%
8,773
-574
177
$605K 0.12%
21,448
-1,656
178
$589K 0.11%
35,253
179
$589K 0.11%
3,079
-381
180
$584K 0.11%
39,960
-4,730
181
$576K 0.11%
12,251
+1,110
182
$555K 0.11%
8,232
+1,587
183
$546K 0.1%
24,400
-2,493
184
$544K 0.1%
3,527
+44
185
$524K 0.1%
7,295
-123
186
$522K 0.1%
1,280
187
$522K 0.1%
4,747
+151
188
$519K 0.1%
9,422
+1,933
189
$518K 0.1%
9,174
-1,872
190
$518K 0.1%
4,867
-201
191
$508K 0.1%
2,923
+15
192
$504K 0.1%
8,485
193
$504K 0.1%
10,800
194
$502K 0.1%
5,736
+317
195
$500K 0.1%
5,370
+4
196
$499K 0.1%
21,948
+474
197
$498K 0.1%
25,822
+2,676
198
$491K 0.09%
7,629
-18
199
$489K 0.09%
16,817
-2,008
200
$484K 0.09%
1,089
6 7
8
9 10