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
201
$9K 0.01%
297
202
$9K 0.01%
84
203
$9K 0.01%
508
204
$9K 0.01%
53
-32
205
$8K ﹤0.01%
205
206
$7K ﹤0.01%
161
207
$7K ﹤0.01%
64
-134
208
$7K ﹤0.01%
1,650
209
$6K ﹤0.01%
187
210
$6K ﹤0.01%
122
-10,679
211
$6K ﹤0.01%
192
212
$6K ﹤0.01%
75
-20
213
$5K ﹤0.01%
98
214
$5K ﹤0.01%
+200
215
$5K ﹤0.01%
167
216
$5K ﹤0.01%
66
217
$5K ﹤0.01%
165
-160
218
$5K ﹤0.01%
130
-5,494
219
$5K ﹤0.01%
53
220
$5K ﹤0.01%
103
221
$5K ﹤0.01%
126
222
$5K ﹤0.01%
41
223
– –
0
224
$4K ﹤0.01%
114
225
$4K ﹤0.01%
+107
7 8
9
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