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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
BBUS icon
451
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.36B
$45.5K 0.01%
388
XLRI
452
State Street Real Estate Select Sector SPDR Premium Income ETF
XLRI
$2.64M
$45K 0.01%
+1,965
DFAT icon
453
Dimensional US Targeted Value ETF
DFAT
$14.4B
$44.5K 0.01%
712
ERTH icon
454
Invesco MSCI Sustainable Future ETF
ERTH
$142M
$44.1K ﹤0.01%
930
-105
EWG icon
455
iShares MSCI Germany ETF
EWG
$1.46B
$43.8K ﹤0.01%
1,105
IEI icon
456
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$42.7K ﹤0.01%
360
PIM
457
Putnam Master Intermediate Income Trust
PIM
$153M
$42.5K ﹤0.01%
13,000
BMAR icon
458
Innovator US Equity Buffer ETF March
BMAR
$243M
$42.4K ﹤0.01%
808
-1,118
XLYI
459
State Street Consumer Discretionary Select Sector SPDR Premium Income ETF
XLYI
$2.05M
$39.9K ﹤0.01%
+1,777
SPSM icon
460
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.2B
$39.9K ﹤0.01%
825
+46
XLUI
461
State Street Utilities Select Sector SPDR Premium Income ETF
XLUI
$18.1M
$38.1K ﹤0.01%
+1,519
HEDJ icon
462
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.86B
$37.9K ﹤0.01%
724
SPYD icon
463
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.5B
$36.4K ﹤0.01%
801
+84
IDU icon
464
iShares US Utilities ETF
IDU
$1.42B
$35.5K ﹤0.01%
306
DIHP icon
465
Dimensional International High Profitability ETF
DIHP
$6.09B
$35.5K ﹤0.01%
1,100
+4
XLEI
466
State Street Energy Select Sector SPDR Premium Income ETF
XLEI
$30.5M
$35.1K ﹤0.01%
+1,240
AIA icon
467
iShares Asia 50 ETF
AIA
$5.17B
$35K ﹤0.01%
330
PXF icon
468
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.91B
$33.7K ﹤0.01%
482
CORP icon
469
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.61B
$33K ﹤0.01%
341
+10
LCTU icon
470
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.47B
$32.8K ﹤0.01%
467
-34
IHF icon
471
iShares US Healthcare Providers ETF
IHF
$1B
$32.7K ﹤0.01%
781
FNDC icon
472
Schwab Fundamental International Small Company Index ETF
FNDC
$3.06B
$32.5K ﹤0.01%
700
IYT icon
473
iShares US Transportation ETF
IYT
$2.44B
$32.2K ﹤0.01%
432
SHYG icon
474
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.56B
$31.5K ﹤0.01%
744
FALN icon
475
iShares Fallen Angels USD Bond ETF
FALN
$1.65B
$30.7K ﹤0.01%
1,150
-33
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19
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