WP
WealthShield Partners Portfolio holdings
AUM
$827M
This Quarter Return
+1.34%
1 Year Return
+15.07%
3 Year Return
+52.26%
5 Year Return
+86.87%
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+9.4%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
7.95%
Top 10 Holdings %
Top 10 Hldgs %
38.41%
Holding
272
New
48
Increased
99
Reduced
42
Closed
13
Top Buys
Top Sells
| 1 |
Pacer WealthShield ETF
PWS
|
$6.16M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$5.25M |
| 3 |
AdvisorShares Dorsey Wright ADR ETF
AADR
|
$1.45M |
| 4 |
iShares Core 10+ Year USD Bond ETF
ILTB
|
$954K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$534K |
Sector Composition
| 1 | Consumer Staples | 3.88% |
| 2 | Financials | 3% |
| 3 | Technology | 2.27% |
| 4 | Industrials | 2.04% |
| 5 | Healthcare | 1.64% |
