WP
WealthShield Partners Portfolio holdings
AUM
$827M
This Quarter Return
-9.35%
1 Year Return
+15.07%
3 Year Return
+52.26%
5 Year Return
+86.87%
10 Year Return
–
AUM
$147M
AUM Growth
+$147M
(-16%)
Cap. Flow
-$11.6M
Cap. Flow
% of AUM
-7.91%
Top 10 Holdings %
Top 10 Hldgs %
44.84%
Holding
295
New
29
Increased
82
Reduced
68
Closed
46
Top Buys
Top Sells
| 1 |
Pacer WealthShield ETF
PWS
|
$8.86M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$6.88M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.55M |
| 4 |
iShares Core 10+ Year USD Bond ETF
ILTB
|
$2.38M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.22M |
Sector Composition
| 1 | Financials | 2.25% |
| 2 | Consumer Staples | 2.21% |
| 3 | Healthcare | 1.56% |
| 4 | Industrials | 1.53% |
| 5 | Technology | 1.3% |
