We are live on ! Find out more
WP

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
TT icon
51
Trane Technologies
TT
$101B
$4.69M 0.52%
11,248
+186
UBER icon
52
Uber
UBER
$140B
$4.59M 0.51%
63,798
-735
GOVT icon
53
iShares US Treasury Bond ETF
GOVT
$42.6B
$4.57M 0.51%
199,493
+155,238
IDEF
54
iShares Defense Industrials Active ETF
IDEF
$3.92B
$4.4M 0.49%
+134,611
IUSG icon
55
iShares Core S&P US Growth ETF
IUSG
$31.4B
$4.38M 0.49%
28,251
-857
MBB icon
56
iShares MBS ETF
MBB
$38.6B
$4.25M 0.47%
44,766
+1,915
GEV icon
57
GE Vernova
GEV
$253B
$4.17M 0.47%
4,782
+4,179
CRWD icon
58
CrowdStrike
CRWD
$174B
$4.15M 0.46%
10,620
-4,838
AVDV icon
59
Avantis International Small Cap Value ETF
AVDV
$19.4B
$4.12M 0.46%
41,235
+1,778
JCI icon
60
Johnson Controls International
JCI
$88.4B
$4.09M 0.46%
31,214
-301
IWF icon
61
iShares Russell 1000 Growth ETF
IWF
$126B
$4.04M 0.45%
37,852
-2,024
TJX icon
62
TJX Companies
TJX
$186B
$4.03M 0.45%
25,254
-8,634
BLCR icon
63
BlackRock Large Cap Core ETF
BLCR
$6B
$3.96M 0.44%
+96,347
SCHE icon
64
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$3.82M 0.43%
115,989
-3,814
ISRG icon
65
Intuitive Surgical
ISRG
$146B
$3.71M 0.41%
8,055
+251
IWC icon
66
iShares Micro-Cap ETF
IWC
$1.44B
$3.68M 0.41%
23,076
+442
SPYG icon
67
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.8B
$3.68M 0.41%
37,541
-416
TLH icon
68
iShares 10-20 Year Treasury Bond ETF
TLH
$11.2B
$3.56M 0.4%
35,303
-15,397
CME icon
69
CME Group
CME
$97.4B
$3.49M 0.39%
11,832
+71
VBR icon
70
Vanguard Small-Cap Value ETF
VBR
$36.6B
$3.39M 0.38%
15,614
+47
ETN icon
71
Eaton
ETN
$152B
$3.33M 0.37%
9,320
+20
FANG icon
72
Diamondback Energy
FANG
$54B
$3.32M 0.37%
+16,768
DUK icon
73
Duke Energy
DUK
$97.4B
$3.27M 0.36%
24,969
-543
JNJ icon
74
Johnson & Johnson
JNJ
$580B
$3.21M 0.36%
13,121
+6,066
ICE icon
75
Intercontinental Exchange
ICE
$79.5B
$3.21M 0.36%
20,389
+1,287
1 2
3
4 5