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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
FTCS icon
501
First Trust Capital Strength ETF
FTCS
$7.78B
$19K ﹤0.01%
205
+5
FEZ icon
502
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.57B
$18.6K ﹤0.01%
300
FMAT icon
503
Fidelity MSCI Materials Index ETF
FMAT
$619M
$18.4K ﹤0.01%
320
NUDM icon
504
Nuveen ESG International Developed Markets Equity ETF
NUDM
$690M
$18.4K ﹤0.01%
510
GCOW icon
505
Pacer Global Cash Cows Dividend ETF
GCOW
$3.32B
$18K ﹤0.01%
390
UMAY icon
506
Innovator US Equity Ultra Buffer ETF May
UMAY
$143M
$17.5K ﹤0.01%
474
UJUL icon
507
Innovator US Equity Ultra Buffer ETF July
UJUL
$142M
$16.6K ﹤0.01%
434
USXF icon
508
iShares ESG Advanced MSCI USA ETF
USXF
$1.41B
$16.5K ﹤0.01%
299
+3
XLII
509
State Street Industrial Select Sector SPDR Premium Income ETF
XLII
$6.87M
$16.3K ﹤0.01%
+675
FTXO icon
510
First Trust Nasdaq Bank ETF
FTXO
$304M
$16.2K ﹤0.01%
449
+9
SPSB icon
511
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$15.6K ﹤0.01%
520
-113
XVV icon
512
iShares ESG Screened S&P 500 ETF
XVV
$637M
$15.4K ﹤0.01%
313
ANGL icon
513
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
$15.1K ﹤0.01%
525
-100
XLFI
514
State Street Financial Select Sector SPDR Premium Income ETF
XLFI
$5.12M
$15K ﹤0.01%
+666
SUSB icon
515
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.26B
$14.9K ﹤0.01%
594
-160
QYLD icon
516
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.36B
$14.4K ﹤0.01%
840
-400
ICF icon
517
iShares Select U.S. REIT ETF
ICF
$2.11B
$14.1K ﹤0.01%
228
MID icon
518
American Century Mid Cap Growth Impact ETF
MID
$97.4M
$13.6K ﹤0.01%
223
JGRO icon
519
JPMorgan Active Growth ETF
JGRO
$9.64B
$13.6K ﹤0.01%
161
BAB icon
520
Invesco Taxable Municipal Bond ETF
BAB
$1.06B
$13.5K ﹤0.01%
500
-3,328
COWG icon
521
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.31B
$13.2K ﹤0.01%
390
+1
EWC icon
522
iShares MSCI Canada ETF
EWC
$5.71B
$12.9K ﹤0.01%
+235
XLKI
523
State Street Technology Select Sector SPDR Premium Income ETF
XLKI
$9.36M
$12.8K ﹤0.01%
+537
BLV icon
524
Vanguard Long-Term Bond ETF
BLV
$5.84B
$12.2K ﹤0.01%
177
+20
JEMA icon
525
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.72B
$12.1K ﹤0.01%
232
19 20
21
22 23