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
$175M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.38M
3
+$2.36M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$2.13M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.86M

Top Sells

1
+$7.08M
2
+$6.31M
3
+$5.61M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.54M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$536K

Sector Composition

1 Financials 2.11%
2 Consumer Staples 2.02%
3 Industrials 1.62%
4 Technology 1.44%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$653K 0.37%
6,054
-2,200
52
$624K 0.36%
3,988
+5
53
$619K 0.35%
7,281
-50
54
$604K 0.34%
11,835
-2,479
55
$603K 0.34%
8,863
-390
56
$590K 0.34%
3,577
57
$572K 0.33%
9,527
-185
58
$542K 0.31%
6,708
+56
59
$541K 0.31%
3,740
+1,808
60
$520K 0.3%
6,660
-104
61
$517K 0.3%
10,132
62
$514K 0.29%
16,000
63
$510K 0.29%
4,716
-151
64
$507K 0.29%
3,031
-288
65
$501K 0.29%
7,016
-175
66
$477K 0.27%
4,166
67
$475K 0.27%
9,031
68
$473K 0.27%
1,763
69
$466K 0.27%
11,231
+25
70
$453K 0.26%
16,443
-8,791
71
$446K 0.25%
6,679
72
$424K 0.24%
2,547
73
$418K 0.24%
13,474
74
$413K 0.24%
4,542
75
$408K 0.23%
+11,284
1 2
3
4 5