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
$175M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.38M
3
+$2.36M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$2.13M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.86M

Top Sells

1
+$7.08M
2
+$6.31M
3
+$5.61M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.54M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$536K

Sector Composition

1 Financials 2.11%
2 Consumer Staples 2.02%
3 Industrials 1.62%
4 Technology 1.44%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
167
227
$5K ﹤0.01%
53
228
$5K ﹤0.01%
103
229
$5K ﹤0.01%
126
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$5K ﹤0.01%
+35
231
$4K ﹤0.01%
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$4K ﹤0.01%
100
-336
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$4K ﹤0.01%
107
234
$4K ﹤0.01%
58
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$3K ﹤0.01%
72
236
$3K ﹤0.01%
77
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$3K ﹤0.01%
+19
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$3K ﹤0.01%
45
-30
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– –
0
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$2K ﹤0.01%
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$2K ﹤0.01%
45
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$2K ﹤0.01%
38
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$2K ﹤0.01%
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+12
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246
$2K ﹤0.01%
+18
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$1K ﹤0.01%
26
248
$1K ﹤0.01%
15
249
$1K ﹤0.01%
14
-52
250
$1K ﹤0.01%
19
8 9
10
11 12