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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
OXY.WS icon
476
Occidental Petroleum Corp Warrants
OXY.WS
$32.5B
$30.2K ﹤0.01%
+704
XLSI
477
State Street Consumer Staples Select Sector SPDR Premium Income ETF
XLSI
$4.53M
$30.1K ﹤0.01%
+1,280
IXC icon
478
iShares Global Energy ETF
IXC
$2.51B
$28.2K ﹤0.01%
490
-21
BBIN icon
479
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.52B
$28K ﹤0.01%
383
XLY icon
480
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$26.9K ﹤0.01%
246
+34
XLP icon
481
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$26.8K ﹤0.01%
327
+10
UJAN icon
482
Innovator US Equity Ultra Buffer ETF January
UJAN
$319M
$26.7K ﹤0.01%
629
+366
XLBI
483
State Street Materials Select Sector SPDR Premium Income ETF
XLBI
$6.81M
$26.4K ﹤0.01%
+1,115
MLPX icon
484
Global X MLP & Energy Infrastructure ETF
MLPX
$3.5B
$25.8K ﹤0.01%
349
VTEI icon
485
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.46B
$24.7K ﹤0.01%
247
-416
IMTB icon
486
iShares Core 5-10 Year USD Bond ETF
IMTB
$280M
$24.3K ﹤0.01%
555
RPV icon
487
Invesco S&P 500 Pure Value ETF
RPV
$1.88B
$24.2K ﹤0.01%
225
BJUL icon
488
Innovator US Equity Buffer ETF July
BJUL
$275M
$23.8K ﹤0.01%
478
HIMU
489
iShares High Yield Muni Active ETF
HIMU
$2.26B
$23.6K ﹤0.01%
492
-16,666
XLCI
490
State Street Communication Services Select Sector SPDR Premium Income ETF
XLCI
$2.38M
$22.2K ﹤0.01%
+922
HEFA icon
491
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.2B
$21.7K ﹤0.01%
510
REM icon
492
iShares Mortgage Real Estate ETF
REM
$550M
$21.5K ﹤0.01%
1,000
SMH icon
493
VanEck Semiconductor ETF
SMH
$70.8B
$21.5K ﹤0.01%
56
-145
PJUN icon
494
Innovator US Equity Power Buffer ETF June
PJUN
$794M
$21.4K ﹤0.01%
512
DRIV icon
495
Global X Autonomous & Electric Vehicles ETF
DRIV
$458M
$20.9K ﹤0.01%
686
BIL icon
496
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$20.6K ﹤0.01%
225
-195
VXF icon
497
Vanguard Extended Market ETF
VXF
$30.3B
$20.2K ﹤0.01%
98
SCHP icon
498
Schwab US TIPS ETF
SCHP
$15.6B
$20.1K ﹤0.01%
754
XLVI
499
State Street Health Care Select Sector SPDR Premium Income ETF
XLVI
$14.9M
$19.7K ﹤0.01%
+783
NLR icon
500
VanEck Uranium + Nuclear Energy ETF
NLR
$4.5B
$19K ﹤0.01%
143
18 19
20
21 22