WP

WealthShield Partners Portfolio holdings

AUM $882M
1-Year Est. Return 16.21%
This Quarter Est. Return
1 Year Est. Return
+16.21%
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 Universal USD Bond 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
251
$1K ﹤0.01%
21
252
$1K ﹤0.01%
22
253
$1K ﹤0.01%
36
254
$1K ﹤0.01%
+14
255
$1K ﹤0.01%
8
256
$1K ﹤0.01%
46
257
$1K ﹤0.01%
+119
258
– –
-25,025
259
$0 ﹤0.01%
10
260
$0 ﹤0.01%
6
261
– –
-139,965
262
– –
-27,929
263
– –
-9,078
264
$0 ﹤0.01%
8
265
– –
-1,650
266
– –
-784
267
$0 ﹤0.01%
5
268
– –
-4,318
269
– –
-165
270
– –
-130
271
– –
-46,036
272
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-500
273
– –
-663
274
$0 ﹤0.01%
7
-198
275
– –
-8
8 9 10
11
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