WP
WealthShield Partners Portfolio holdings
AUM
$827M
This Quarter Return
+3.9%
1 Year Return
+15.07%
3 Year Return
+52.26%
5 Year Return
+86.87%
10 Year Return
–
AUM
$164M
AUM Growth
–
Cap. Flow
+$164M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.81%
Holding
221
New
221
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Pacer WealthShield ETF
PWS
|
$24M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$7.17M |
| 3 |
Vanguard Mega Cap Value ETF
MGV
|
$6.15M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.53M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$5.39M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 2.16% |
| 2 | Financials | 1.84% |
| 3 | Technology | 1.42% |
| 4 | Healthcare | 1.06% |
| 5 | Consumer Discretionary | 0.92% |
