WP

WealthShield Partners Portfolio holdings

AUM $907M
1-Year Est. Return 18.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$907M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$4.25M
3
+$2.28M
4
UPS icon
United Parcel Service
UPS
+$1.9M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.81M

Top Sells

1
+$4.96M
2
+$3.37M
3
+$3.25M
4
AMT icon
American Tower
AMT
+$2.53M
5
PEG icon
Public Service Enterprise Group
PEG
+$2.33M

Sector Composition

1 Technology 10.97%
2 Financials 5.8%
3 Communication Services 3.4%
4 Industrials 3.3%
5 Consumer Discretionary 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DTD icon
401
WisdomTree US Total Dividend Fund
DTD
$1.5B
$93.1K 0.01%
1,097
PFXF icon
402
VanEck Preferred Securities ex Financials ETF
PFXF
$2.14B
$91K 0.01%
5,153
+41
BSV icon
403
Vanguard Short-Term Bond ETF
BSV
$43.7B
$90.2K 0.01%
1,145
-94
NYF icon
404
iShares New York Muni Bond ETF
NYF
$1.22B
$89.7K 0.01%
+1,677
FVC icon
405
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$95.9M
$88.6K 0.01%
2,437
-51
DLS icon
406
WisdomTree International SmallCap Dividend Fund
DLS
$987M
$88.2K 0.01%
1,089
GDX icon
407
VanEck Gold Miners ETF
GDX
$29.5B
$86K 0.01%
1,002
-27
AVSE icon
408
Avantis Responsible Emerging Markets Equity ETF
AVSE
$180M
$84.5K 0.01%
+1,300
TFLO icon
409
iShares Treasury Floating Rate Bond ETF
TFLO
$6.46B
$81.8K 0.01%
1,622
-20
PDP icon
410
Invesco Dorsey Wright Momentum ETF
PDP
$1.3B
$81.5K 0.01%
700
DDM icon
411
ProShares Ultra Dow30
DDM
$460M
$79.8K 0.01%
1,404
VONG icon
412
Vanguard Russell 1000 Growth ETF
VONG
$37.7B
$79.5K 0.01%
653
BFEB icon
413
Innovator US Equity Buffer ETF February
BFEB
$218M
$77.9K 0.01%
1,600
PGX icon
414
Invesco Preferred ETF
PGX
$3.87B
$76.2K 0.01%
6,781
+2,896
DFCF icon
415
Dimensional Core Fixed Income ETF
DFCF
$9.61B
$75.6K 0.01%
1,776
+26
IYE icon
416
iShares US Energy ETF
IYE
$1.69B
$73.8K 0.01%
1,553
SMH icon
417
VanEck Semiconductor ETF
SMH
$44B
$72.4K 0.01%
+201
SPMD icon
418
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.6B
$72.2K 0.01%
1,247
+4
UMAR icon
419
Innovator US Equity Ultra Buffer ETF March
UMAR
$132M
$71.9K 0.01%
1,800
BALT icon
420
Innovator Defined Wealth Shield ETF
BALT
$2.18B
$70.1K 0.01%
2,092
FNDX icon
421
Schwab Fundamental US Large Company Index ETF
FNDX
$23.6B
$69.3K 0.01%
2,545
+338
BKLN icon
422
Invesco Senior Loan ETF
BKLN
$5.99B
$69.2K 0.01%
3,297
-195
TAN icon
423
Invesco Solar ETF
TAN
$1.42B
$68.5K 0.01%
1,394
VTEI icon
424
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.3B
$66.8K 0.01%
+663
DEW icon
425
WisdomTree Global High Dividend Fund
DEW
$135M
$65.5K 0.01%
1,063
15 16
17
18 19