We are live on ! Find out more
WP

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
SPMD icon
426
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.9B
$74.1K 0.01%
1,251
+4
DDM icon
427
ProShares Ultra Dow30
DDM
$510M
$73.1K 0.01%
1,404
VONG icon
428
Vanguard Russell 1000 Growth ETF
VONG
$43.8B
$71.6K 0.01%
653
FNDX icon
429
Schwab Fundamental US Large Company Index ETF
FNDX
$25.8B
$70.9K 0.01%
2,545
DEW icon
430
WisdomTree Global High Dividend Fund
DEW
$144M
$70.5K 0.01%
1,063
BALT icon
431
Innovator Defined Wealth Shield ETF
BALT
$2.47B
$70K 0.01%
2,092
BGY icon
432
BlackRock Enhanced International Dividend Trust
BGY
$526M
$68.1K 0.01%
12,583
-6,955
TFLO icon
433
iShares Treasury Floating Rate Bond ETF
TFLO
$6.57B
$67.7K 0.01%
1,338
-284
BKLN icon
434
Invesco Senior Loan ETF
BKLN
$7.12B
$67.1K 0.01%
3,289
-8
AVEM icon
435
Avantis Emerging Markets Equity ETF
AVEM
$25.7B
$65.2K 0.01%
809
+9
RSPU icon
436
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$543M
$64.1K 0.01%
790
XLE icon
437
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$58.4K 0.01%
954
+107
RDVY icon
438
First Trust Rising Dividend Achievers ETF
RDVY
$23.4B
$56.1K 0.01%
822
+98
EWZ icon
439
iShares MSCI Brazil ETF
EWZ
$9.81B
$54.3K 0.01%
1,414
VSGX icon
440
Vanguard ESG International Stock ETF
VSGX
$6.65B
$52K 0.01%
725
+540
SOXQ icon
441
Invesco PHLX Semiconductor ETF
SOXQ
$2.57B
$51.8K 0.01%
868
+118
FDIS icon
442
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.68B
$51.3K 0.01%
550
DNN icon
443
Denison Mines
DNN
$2.77B
$51.2K 0.01%
14,500
-1,500
PGX icon
444
Invesco Preferred ETF
PGX
$3.82B
$49.5K 0.01%
4,550
-2,231
MUNI icon
445
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3B
$49.4K 0.01%
949
UOCT icon
446
Innovator US Equity Ultra Buffer ETF October
UOCT
$181M
$49.1K 0.01%
1,284
-19
GDXJ icon
447
VanEck Junior Gold Miners ETF
GDXJ
$7.67B
$47.8K 0.01%
398
QLTA icon
448
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.46B
$47.6K 0.01%
1,000
DISV icon
449
Dimensional International Small Cap Value ETF
DISV
$4.82B
$47.6K 0.01%
1,206
VYMI icon
450
Vanguard International High Dividend Yield ETF
VYMI
$19.7B
$47.4K 0.01%
503
16 17
18
19 20