WP

WealthShield Partners Portfolio holdings

AUM $827M
1-Year Est. Return 15.07%
This Quarter Est. Return
1 Year Est. Return
+15.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$776M
AUM Growth
+$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$4.27M
3
+$4.05M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.43M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.31M

Top Sells

1
+$3.55M
2
+$2.33M
3
+$1.59M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.39M
5
LMT icon
Lockheed Martin
LMT
+$1.38M

Sector Composition

1 Technology 11.15%
2 Financials 5.19%
3 Communication Services 3.19%
4 Consumer Discretionary 3.16%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HEDJ icon
426
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
$34.4K ﹤0.01%
724
DISV icon
427
Dimensional International Small Cap Value ETF
DISV
$3.65B
$34.1K ﹤0.01%
1,173
+2
PIM
428
Putnam Master Intermediate Income Trust
PIM
$160M
$33.2K ﹤0.01%
10,000
IXC icon
429
iShares Global Energy ETF
IXC
$1.87B
$32.5K ﹤0.01%
772
-2,796
SGOV icon
430
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.7B
$32.1K ﹤0.01%
319
-902
XLB icon
431
Materials Select Sector SPDR Fund
XLB
$5.5B
$31.8K ﹤0.01%
370
+2
SPYD icon
432
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.37B
$31.7K ﹤0.01%
717
FALN icon
433
iShares Fallen Angels USD Bond ETF
FALN
$1.82B
$31.7K ﹤0.01%
1,183
-72
IDU icon
434
iShares US Utilities ETF
IDU
$1.7B
$31K ﹤0.01%
306
IGSB icon
435
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$30.8K ﹤0.01%
589
+336
LCTU icon
436
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.41B
$30.2K ﹤0.01%
498
-1,113
DIHP icon
437
Dimensional International High Profitability ETF
DIHP
$4.63B
$29K ﹤0.01%
1,075
+3
SPMO icon
438
Invesco S&P 500 Momentum ETF
SPMO
$16.9B
$28.4K ﹤0.01%
307
+104
IYT icon
439
iShares US Transportation ETF
IYT
$607M
$27.7K ﹤0.01%
432
SHYG icon
440
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.35B
$27.1K ﹤0.01%
638
XLP icon
441
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
$25.9K ﹤0.01%
+317
PTMC icon
442
Pacer Trendpilot US Mid Cap ETF
PTMC
$418M
$25.9K ﹤0.01%
748
-474
FNDC icon
443
Schwab Fundamental International Small Company Index ETF
FNDC
$3.03B
$25.3K ﹤0.01%
700
SOXQ icon
444
Invesco PHLX Semiconductor ETF
SOXQ
$619M
$25.2K ﹤0.01%
750
USXF icon
445
iShares ESG Advanced MSCI USA ETF
USXF
$1.22B
$24.9K ﹤0.01%
534
-1,170
LMBS icon
446
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.4B
$24.8K ﹤0.01%
505
PXF icon
447
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.19B
$24.5K ﹤0.01%
472
BBIN icon
448
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.08B
$23.6K ﹤0.01%
383
GDXJ icon
449
VanEck Junior Gold Miners ETF
GDXJ
$7.93B
$22.8K ﹤0.01%
+398
REM icon
450
iShares Mortgage Real Estate ETF
REM
$617M
$22.4K ﹤0.01%
1,000
16 17
18
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