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
$776M
AUM Growth
+$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1 +$5.91M
2 +$4.27M
3 +$4.05M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.43M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.31M

Top Sells

1 +$3.55M
2 +$2.33M
3 +$1.59M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.39M
5
LMT icon
Lockheed Martin
LMT
+$1.38M

Sector Composition

1 Technology 11.15%
2 Financials 5.19%
3 Communication Services 3.19%
4 Consumer Discretionary 3.16%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PSP icon
501
Invesco Global Listed Private Equity ETF
PSP
$332M
$3.91K ﹤0.01%
+61
SOXX icon
502
iShares Semiconductor ETF
SOXX
$16.1B
$3.77K ﹤0.01%
+20
EEMV icon
503
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.79B
$3.5K ﹤0.01%
60
PGX icon
504
Invesco Preferred ETF
PGX
$3.92B
$3.44K ﹤0.01%
307
FFTY icon
505
Innovator IBD 50 ETF
FFTY
$93.5M
$3.44K ﹤0.01%
+128
DRSK icon
506
Aptus Defined Risk ETF
DRSK
$1.4B
$3.39K ﹤0.01%
+124
ARKF icon
507
ARK Fintech Innovation ETF
ARKF
$1.5B
$3.33K ﹤0.01%
100
DEM icon
508
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.16B
$3.28K ﹤0.01%
78
SPTI icon
509
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.29B
$3.2K ﹤0.01%
+112
VLUE icon
510
iShares MSCI USA Value Factor ETF
VLUE
$8.39B
$3.09K ﹤0.01%
29
-7
MJ icon
511
Amplify Alternative Harvest ETF
MJ
$192M
$3.06K ﹤0.01%
+157
DGRW icon
512
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.8B
$3.03K ﹤0.01%
38
FXH icon
513
First Trust Health Care AlphaDEX Fund
FXH
$951M
$3K ﹤0.01%
+29
JEPI icon
514
JPMorgan Equity Premium Income ETF
JEPI
$41.7B
$2.8K ﹤0.01%
49
-348
INDS icon
515
Pacer Industrial Real Estate ETF
INDS
$129M
$2.77K ﹤0.01%
75
IDRV icon
516
iShares Self-Driving EV and Tech ETF
IDRV
$174M
$2.6K ﹤0.01%
89
VTHR icon
517
Vanguard Russell 3000 ETF
VTHR
$3.71B
$2.47K ﹤0.01%
10
JPIE icon
518
JPMorgan Income ETF
JPIE
$5.16B
$2.44K ﹤0.01%
53
RSPT icon
519
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.4B
$2.39K ﹤0.01%
70
IBBQ icon
520
Invesco NASDAQ Biotechnology ETF
IBBQ
$40.3M
$2.12K ﹤0.01%
100
BNDW icon
521
Vanguard Total World Bond ETF
BNDW
$1.4B
$2.06K ﹤0.01%
30
PBW icon
522
Invesco WilderHill Clean Energy ETF
PBW
$509M
$1.95K ﹤0.01%
124
ARKG icon
523
ARK Genomic Revolution ETF
ARKG
$1.28B
$1.89K ﹤0.01%
91
ARTY
524
iShares Future AI & Tech ETF
ARTY
$1.69B
$1.82K ﹤0.01%
+58
JPSE icon
525
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$546M
$1.4K ﹤0.01%
32