WP

WealthShield Partners Portfolio holdings

AUM $882M
1-Year Est. Return 16.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.17M
3
+$1.91M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.5M
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$1.49M

Top Sells

1
+$2.43M
2
+$2.4M
3
+$1.54M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.53M
5
BND icon
Vanguard Total Bond Market
BND
+$711K

Sector Composition

1 Consumer Staples 2.59%
2 Financials 2.33%
3 Technology 1.77%
4 Industrials 1.53%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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290
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291
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292
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$0 ﹤0.01%
8
296
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8 9 10 11
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