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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
QQQM icon
601
Invesco NASDAQ 100 ETF
QQQM
$95.2B
$713 ﹤0.01%
+3
XAR icon
602
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.29B
$508 ﹤0.01%
2
-2
PJP icon
603
Invesco Pharmaceuticals ETF
PJP
$354M
$208 ﹤0.01%
+2
XLB icon
604
State Street Materials Select Sector SPDR ETF
XLB
$7.97B
$150 ﹤0.01%
+3
MSOS icon
605
AdvisorShares Pure US Cannabis ETF
MSOS
$1.04B
$39 ﹤0.01%
11
PTMC icon
606
Pacer Trendpilot US Mid Cap ETF
PTMC
$406M
$37 ﹤0.01%
1
YOLO icon
607
AdvisorShares Pure Cannabis ETF
YOLO
$34.9M
$24 ﹤0.01%
9
BBHY icon
608
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$607M
– –
-85
BSX icon
609
Boston Scientific
BSX
$69.7B
– –
-2,277
BX icon
610
Blackstone
BX
$150B
– –
-1,471
CI icon
611
Cigna
CI
$78.8B
– –
-1,268
DRSK icon
612
Aptus Defined Risk ETF
DRSK
$1.52B
– –
-62
FXI icon
613
iShares China Large-Cap ETF
FXI
$5.52B
– –
-600
IGSB icon
614
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
– –
-216
MO icon
615
Altria Group
MO
$120B
– –
-3,545
PYPL icon
616
PayPal
PYPL
$36.6B
– –
-23,179
SARK icon
617
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$56.1M
– –
-10,000
SCHO icon
618
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
– –
-464
SIL icon
619
Global X Silver Miners ETF NEW
SIL
$4.56B
– –
-45
SJNK icon
620
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.8B
– –
-51
USRT icon
621
iShares Core US REIT ETF
USRT
$4.27B
– –
-506
YUM icon
622
Yum! Brands
YUM
$42.5B
– –
-2,915
OKLO
623
Oklo
OKLO
$10B
– –
-3,407
KNO
624
AXS Knowledge Leaders ETF
KNO
$43.7M
– –
-1,012
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