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
$175M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.38M
3
+$2.36M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$2.13M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.86M

Top Sells

1
+$7.08M
2
+$6.31M
3
+$5.61M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.54M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$536K

Sector Composition

1 Financials 2.11%
2 Consumer Staples 2.02%
3 Industrials 1.62%
4 Technology 1.44%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.79%
28,177
-10,897
27
$1.27M 0.73%
51,564
28
$1.25M 0.71%
23,927
+49
29
$1.17M 0.67%
24,182
-930
30
$1.11M 0.64%
19,724
+1,060
31
$1.08M 0.62%
14,795
32
$1.03M 0.59%
10,204
33
$1.02M 0.58%
30,498
+21,215
34
$1M 0.57%
19,401
+1,551
35
$1M 0.57%
20,966
-4,893
36
$981K 0.56%
19,425
-6,975
37
$964K 0.55%
36,408
+24,362
38
$935K 0.53%
16,567
-562
39
$929K 0.53%
6,506
40
$850K 0.49%
7,292
+3,611
41
$776K 0.44%
15,840
-414
42
$743K 0.42%
3,471
-177
43
$733K 0.42%
9,378
-1,838
44
$730K 0.42%
15,671
-37
45
$724K 0.41%
6,541
-50,677
46
$716K 0.41%
1,924
-19,027
47
$713K 0.41%
6,204
-1,409
48
$705K 0.4%
15,872
+4,688
49
$701K 0.4%
6,268
-92
50
$684K 0.39%
11,020
-2,310
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