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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
FID icon
576
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
$163M
$2.87K ﹤0.01%
+137
XLG icon
577
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
$2.62K ﹤0.01%
+48
IEUR icon
578
iShares Core MSCI Europe ETF
IEUR
$8.77B
$2.46K ﹤0.01%
35
-2
FLQM icon
579
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.56B
$2.36K ﹤0.01%
+43
BIZD icon
580
VanEck BDC Income ETF
BIZD
$1.58B
$2.35K ﹤0.01%
184
+50
IHI icon
581
iShares US Medical Devices ETF
IHI
$3.03B
$2.24K ﹤0.01%
42
-750
XLI icon
582
State Street Industrial Select Sector SPDR ETF
XLI
$30.8B
$2.1K ﹤0.01%
13
-1
USHY icon
583
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.1B
$2.03K ﹤0.01%
55
-4,140
PGF icon
584
Invesco Financial Preferred ETF
PGF
$692M
$2K ﹤0.01%
145
FHLC icon
585
Fidelity MSCI Health Care Index ETF
FHLC
$3.07B
$1.83K ﹤0.01%
+26
INDS icon
586
Pacer Industrial Real Estate ETF
INDS
$117M
$1.73K ﹤0.01%
47
+20
ESML icon
587
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.46B
$1.69K ﹤0.01%
36
+15
JPSE icon
588
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$590M
$1.68K ﹤0.01%
32
FENY icon
589
Fidelity MSCI Energy Index ETF
FENY
$1.94B
$1.56K ﹤0.01%
+46
FUTY icon
590
Fidelity MSCI Utilities Index ETF
FUTY
$2.35B
$1.54K ﹤0.01%
+26
PXH icon
591
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.98B
$1.53K ﹤0.01%
57
PSP icon
592
Invesco Global Listed Private Equity ETF
PSP
$259M
$1.53K ﹤0.01%
+27
BBMC icon
593
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$2.1B
$1.52K ﹤0.01%
14
FGD icon
594
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.46B
$1.34K ﹤0.01%
+42
BBH icon
595
VanEck Biotech ETF
BBH
$365M
$1.32K ﹤0.01%
+7
ICLN icon
596
iShares Global Clean Energy ETF
ICLN
$3.04B
$1.17K ﹤0.01%
64
-48
FTGS icon
597
First Trust Growth Strength ETF
FTGS
$1.26B
$1.02K ﹤0.01%
+30
FLCB icon
598
Franklin US Core Bond ETF
FLCB
$2.93B
$1.01K ﹤0.01%
+47
RING icon
599
iShares MSCI Global Gold Miners ETF
RING
$2.49B
$790 ﹤0.01%
10
-2
FREL icon
600
Fidelity MSCI Real Estate Index ETF
FREL
$1.48B
$753 ﹤0.01%
+28
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