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
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%
5
261
– –
-4,318
262
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-165
263
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-130
264
– –
-46,036
265
– –
-500
266
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-663
267
$0 ﹤0.01%
7
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268
– –
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269
– –
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270
– –
-26,616
271
$0 ﹤0.01%
+21
272
– –
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273
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274
$0 ﹤0.01%
12
275
$0 ﹤0.01%
12
8 9 10
11
12