WP
WealthShield Partners Portfolio holdings
AUM
$827M
1-Year Return
15.07%
This Quarter Return
+7.91%
1 Year Return
+15.07%
3 Year Return
+52.26%
5 Year Return
+86.87%
10 Year Return
–
AUM
$618M
AUM Growth
+$10.6M
(+1.7%)
Cap. Flow
-$31M
Cap. Flow
% of AUM
-5.01%
Top 10 Holdings %
Top 10 Hldgs %
23.69%
Holding
516
New
42
Increased
121
Reduced
216
Closed
41
Top Buys
| 1 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$8.23M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$5.97M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$4.99M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.51M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$3.27M |
Top Sells
Sector Composition
| 1 | Technology | 7.68% |
| 2 | Financials | 3.85% |
| 3 | Healthcare | 3.73% |
| 4 | Consumer Discretionary | 3.45% |
| 5 | Industrials | 2.89% |
