WP

WealthShield Partners Portfolio holdings

AUM $907M
1-Year Est. Return 18.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$907M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$4.25M
3
+$2.28M
4
UPS icon
United Parcel Service
UPS
+$1.9M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.81M

Top Sells

1
+$4.96M
2
+$3.37M
3
+$3.25M
4
AMT icon
American Tower
AMT
+$2.53M
5
PEG icon
Public Service Enterprise Group
PEG
+$2.33M

Sector Composition

1 Technology 10.97%
2 Financials 5.8%
3 Communication Services 3.4%
4 Industrials 3.3%
5 Consumer Discretionary 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MLPX icon
476
Global X MLP & Energy Infrastructure ETF
MLPX
$3.18B
$21.1K ﹤0.01%
349
HEFA icon
477
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.84B
$21.1K ﹤0.01%
510
-315
VXF icon
478
Vanguard Extended Market ETF
VXF
$25.1B
$20.5K ﹤0.01%
98
DRIV icon
479
Global X Autonomous & Electric Vehicles ETF
DRIV
$327M
$20.3K ﹤0.01%
686
SCHP icon
480
Schwab US TIPS ETF
SCHP
$15.7B
$20K ﹤0.01%
754
FEZ icon
481
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.74B
$19.3K ﹤0.01%
+300
SPSB icon
482
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.92B
$19.1K ﹤0.01%
633
+365
SUSB icon
483
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.08B
$19K ﹤0.01%
754
-45
FTCS icon
484
First Trust Capital Strength ETF
FTCS
$7.99B
$18.5K ﹤0.01%
200
NUDM icon
485
Nuveen ESG International Developed Markets Equity ETF
NUDM
$626M
$18.5K ﹤0.01%
510
ANGL icon
486
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.06B
$18.4K ﹤0.01%
625
NLR icon
487
VanEck Uranium + Nuclear Energy ETF
NLR
$4.63B
$17.8K ﹤0.01%
+143
UMAY icon
488
Innovator US Equity Ultra Buffer ETF May
UMAY
$57.8M
$17.3K ﹤0.01%
474
USXF icon
489
iShares ESG Advanced MSCI USA ETF
USXF
$1.19B
$17K ﹤0.01%
296
+7
FMAT icon
490
Fidelity MSCI Materials Index ETF
FMAT
$523M
$17K ﹤0.01%
320
UJUL icon
491
Innovator US Equity Ultra Buffer ETF July
UJUL
$153M
$16.8K ﹤0.01%
434
FTXO icon
492
First Trust Nasdaq Bank ETF
FTXO
$1.08B
$16.6K ﹤0.01%
440
XVV icon
493
iShares ESG Screened S&P 500 ETF
XVV
$629M
$16.5K ﹤0.01%
313
-15
GCOW icon
494
Pacer Global Cash Cows Dividend ETF
GCOW
$3.16B
$16.1K ﹤0.01%
390
JEPI icon
495
JPMorgan Equity Premium Income ETF
JEPI
$43.5B
$15.3K ﹤0.01%
267
-49
JGRO icon
496
JPMorgan Active Growth ETF
JGRO
$8.26B
$14.9K ﹤0.01%
+161
MID icon
497
American Century Mid Cap Growth Impact ETF
MID
$86.7M
$14.5K ﹤0.01%
223
+8
COWG icon
498
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.15B
$13.7K ﹤0.01%
389
+136
ICF icon
499
iShares Select U.S. REIT ETF
ICF
$2.03B
$13.6K ﹤0.01%
228
VSGX icon
500
Vanguard ESG International Stock ETF
VSGX
$5.75B
$13.3K ﹤0.01%
+185
18 19
20
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