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WealthShield Partners Portfolio holdings

AUM $898M
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$898M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$5.08M
3
+$4.69M
4
BLCR icon
BlackRock Large Cap Core ETF
BLCR
+$4.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.58M

Top Sells

1
+$9.55M
2
+$2.99M
3
+$2.52M
4
LHX icon
L3Harris
LHX
+$2.15M
5
UNH icon
UnitedHealth
UNH
+$2.07M

Sector Composition

1 Technology 10.39%
2 Financials 5.18%
3 Industrials 4.15%
4 Consumer Discretionary 3.21%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HON icon
276
Honeywell
HON
$140B
$344K 0.04%
1,520
-2
VCSH icon
277
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$341K 0.04%
4,304
-365
PPL icon
278
PPL Corp
PPL
$27B
$341K 0.04%
8,929
+2
SUB icon
279
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$336K 0.04%
3,152
+43
HYMB icon
280
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.96B
$335K 0.04%
13,504
+2,050
WELL icon
281
Welltower
WELL
$151B
$334K 0.04%
1,687
-3
PM icon
282
Philip Morris
PM
$287B
$333K 0.04%
2,016
-912
PWV icon
283
Invesco Large Cap Value ETF
PWV
$1.56B
$331K 0.04%
4,753
-890
DE icon
284
Deere & Co
DE
$156B
$328K 0.04%
582
SGOV icon
285
iShares 0-3 Month Treasury Bond ETF
SGOV
$93.3B
$322K 0.04%
+3,198
LNG icon
286
Cheniere Energy
LNG
$50.6B
$320K 0.04%
1,128
+11
FDX icon
287
FedEx
FDX
$80.7B
$313K 0.03%
878
-41
LOW icon
288
Lowe's Companies
LOW
$124B
$312K 0.03%
1,320
STIP icon
289
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$309K 0.03%
2,988
+85
MMM icon
290
3M
MMM
$82.6B
$309K 0.03%
2,125
+7
BP icon
291
BP
BP
$110B
$303K 0.03%
+6,454
BNY
292
Bank of New York Mellon
BNY
$98.8B
$300K 0.03%
2,531
-2
PFEB icon
293
Innovator US Equity Power Buffer ETF February
PFEB
$928M
$300K 0.03%
7,481
UFEB icon
294
Innovator US Equity Ultra Buffer ETF February
UFEB
$246M
$300K 0.03%
8,259
+2,022
USMV icon
295
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
$299K 0.03%
3,226
-12
IWP icon
296
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$297K 0.03%
2,320
ORCL icon
297
Oracle
ORCL
$530B
$293K 0.03%
1,993
-578
CEF icon
298
Sprott Physical Gold and Silver Trust
CEF
$8.05B
$291K 0.03%
6,093
-939
SRLN icon
299
State Street Blackstone Senior Loan ETF
SRLN
$5.19B
$290K 0.03%
7,230
-4
MLM icon
300
Martin Marietta Materials
MLM
$34.7B
$289K 0.03%
+491
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12
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