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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
VYM icon
351
Vanguard High Dividend Yield ETF
VYM
$79.4B
$196K 0.02%
1,326
-152
SDY icon
352
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$195K 0.02%
1,335
-49
NUHY icon
353
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$108M
$194K 0.02%
9,152
+2,050
FTEC icon
354
Fidelity MSCI Information Technology Index ETF
FTEC
$20.4B
$190K 0.02%
913
-66
FDRR icon
355
Fidelity Dividend ETF for Rising Rates
FDRR
$720M
$189K 0.02%
3,206
PFF icon
356
iShares Preferred and Income Securities ETF
PFF
$13.6B
$187K 0.02%
6,180
+36
HBAN icon
357
Huntington Bancshares
HBAN
$35.5B
$187K 0.02%
11,931
+29
QLD icon
358
ProShares Ultra QQQ
QLD
$13.8B
$186K 0.02%
3,048
TIP icon
359
iShares TIPS Bond ETF
TIP
$14.9B
$185K 0.02%
1,677
-10
DVY icon
360
iShares Select Dividend ETF
DVY
$23.1B
$181K 0.02%
1,197
IUSV icon
361
iShares Core S&P US Value ETF
IUSV
$26.3B
$180K 0.02%
1,756
+6
NKE icon
362
Nike
NKE
$66.5B
$178K 0.02%
+3,362
SPEM icon
363
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$175K 0.02%
3,736
-2
IDV icon
364
iShares International Select Dividend ETF
IDV
$8.65B
$174K 0.02%
4,100
BDEC icon
365
Innovator US Equity Buffer ETF December
BDEC
$260M
$174K 0.02%
3,617
HYG icon
366
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$171K 0.02%
2,148
-234
POCT icon
367
Innovator US Equity Power Buffer ETF October
POCT
$983M
$169K 0.02%
3,912
PAUG icon
368
Innovator US Equity Power Buffer ETF August
PAUG
$891M
$164K 0.02%
3,850
HURA
369
TuHURA Biosciences
HURA
$148M
$164K 0.02%
+91,530
XLRE icon
370
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.1B
$163K 0.02%
3,981
-6,558
NUEM icon
371
Nuveen ESG Emerging Markets Equity ETF
NUEM
$384M
$158K 0.02%
4,290
ECOR icon
372
electroCore
ECOR
$85M
$157K 0.02%
+25,978
IWO icon
373
iShares Russell 2000 Growth ETF
IWO
$14.7B
$155K 0.02%
494
-8
XLV icon
374
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
$153K 0.02%
1,041
-2,651
IWN icon
375
iShares Russell 2000 Value ETF
IWN
$14.3B
$146K 0.02%
772
13 14
15
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