WP
WealthShield Partners Portfolio holdings
AUM
$827M
This Quarter Return
-0.69%
1 Year Return
+15.07%
3 Year Return
+52.26%
5 Year Return
+86.87%
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(-3.9%)
Cap. Flow
-$4.59M
Cap. Flow
% of AUM
-2.91%
Top 10 Holdings %
Top 10 Hldgs %
47.14%
Holding
266
New
45
Increased
61
Reduced
73
Closed
28
Top Buys
| 1 |
Pacer WealthShield ETF
PWS
|
$7.68M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$1.93M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$1.81M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.57M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
$1.11M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 2.31% |
| 2 | Financials | 2.14% |
| 3 | Industrials | 1.42% |
| 4 | Technology | 1.3% |
| 5 | Healthcare | 1.3% |
