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
$179M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.17M
3
+$1.91M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.5M
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$1.49M

Top Sells

1
+$2.43M
2
+$2.4M
3
+$1.54M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.53M
5
BND icon
Vanguard Total Bond Market
BND
+$711K

Sector Composition

1 Consumer Staples 2.59%
2 Financials 2.33%
3 Technology 1.77%
4 Industrials 1.53%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.84%
+23,363
27
$1.45M 0.81%
28,080
+8,158
28
$1.29M 0.72%
51,846
+240
29
$1.19M 0.67%
23,747
+15,842
30
$1.18M 0.66%
+32,683
31
$1.17M 0.66%
25,196
32
$1.14M 0.64%
8,227
-432
33
$1.14M 0.64%
7,877
-10,653
34
$1.11M 0.62%
10,444
+240
35
$1.1M 0.61%
14,816
-10
36
$1.07M 0.6%
11,672
+11,425
37
$1.01M 0.56%
15,126
-901
38
$1.01M 0.56%
+17,994
39
$1M 0.56%
21,120
+492
40
$989K 0.55%
29,018
+16,313
41
$979K 0.55%
19,522
-2,460
42
$971K 0.54%
34,068
+31,218
43
$966K 0.54%
+12,877
44
$963K 0.54%
17,977
45
$920K 0.51%
19,623
+3,879
46
$895K 0.5%
6,275
-110
47
$866K 0.48%
7,070
+742
48
$811K 0.45%
32,132
+28,622
49
$805K 0.45%
4,008
+517
50
$793K 0.44%
2,080
+156
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2
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