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WealthShield Partners Portfolio holdings

AUM $898M
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$898M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$5.08M
3
+$4.69M
4
BLCR icon
BlackRock Large Cap Core ETF
BLCR
+$4.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.58M

Top Sells

1
+$9.55M
2
+$2.99M
3
+$2.52M
4
LHX icon
L3Harris
LHX
+$2.15M
5
UNH icon
UnitedHealth
UNH
+$2.07M

Sector Composition

1 Technology 10.39%
2 Financials 5.18%
3 Industrials 4.15%
4 Consumer Discretionary 3.21%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LQDW icon
226
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
$271M
$622K 0.07%
25,737
+573
DSI icon
227
iShares MSCI KLD 400 Social ETF
DSI
$5.27B
$603K 0.07%
4,973
-213
PLTR icon
228
Palantir
PLTR
$307B
$593K 0.07%
4,052
-424
EMNT icon
229
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$211M
$591K 0.07%
5,978
+195
VPL icon
230
Vanguard FTSE Pacific ETF
VPL
$8.49B
$579K 0.06%
5,939
BAUG icon
231
Innovator US Equity Buffer ETF August
BAUG
$194M
$576K 0.06%
11,801
JPST icon
232
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
$565K 0.06%
11,169
-290
AMD icon
233
Advanced Micro Devices
AMD
$834B
$564K 0.06%
2,771
+282
SPIB icon
234
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$562K 0.06%
16,742
+104
QCOM icon
235
Qualcomm
QCOM
$223B
$561K 0.06%
4,355
-6
NFJ
236
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.41B
$561K 0.06%
44,449
-4,452
ITA icon
237
iShares US Aerospace & Defense ETF
ITA
$14.1B
$535K 0.06%
2,445
-12,761
XSOE icon
238
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.18B
$525K 0.06%
13,104
VV icon
239
Vanguard Large-Cap ETF
VV
$52B
$524K 0.06%
1,752
IEF icon
240
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$522K 0.06%
5,474
-313
UAPR icon
241
Innovator US Equity Ultra Buffer ETF April
UAPR
$155M
$507K 0.06%
15,179
PSX icon
242
Phillips 66
PSX
$71.9B
$505K 0.06%
2,775
-179
MU icon
243
Micron Technology
MU
$1.11T
$498K 0.06%
1,475
+91
EMB icon
244
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
$497K 0.06%
5,295
-9,505
BJUN icon
245
Innovator US Equity Buffer ETF June
BJUN
$213M
$495K 0.06%
10,700
TEVA icon
246
Teva Pharmaceuticals
TEVA
$40.3B
$477K 0.05%
15,830
-166
DIVO icon
247
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.17B
$474K 0.05%
10,563
+1,953
MS icon
248
Morgan Stanley
MS
$338B
$455K 0.05%
2,762
-6
PRFZ icon
249
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.76B
$448K 0.05%
9,775
-490
EUSA icon
250
iShares MSCI USA Equal Weighted ETF
EUSA
$1.69B
$448K 0.05%
4,405
-57
8 9
10
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