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
$179M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.17M
3
+$1.91M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.5M
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$1.49M

Top Sells

1
+$2.43M
2
+$2.4M
3
+$1.54M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.53M
5
BND icon
Vanguard Total Bond Market
BND
+$711K

Sector Composition

1 Consumer Staples 2.59%
2 Financials 2.33%
3 Technology 1.77%
4 Industrials 1.53%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$760K 0.42%
4,004
+821
52
$748K 0.42%
6,796
+2,139
53
$747K 0.42%
12,697
+10,027
54
$728K 0.41%
13,954
55
$711K 0.4%
14,250
-65
56
$709K 0.4%
6,239
-302
57
$706K 0.39%
2,496
+1,593
58
$678K 0.38%
10,520
-500
59
$667K 0.37%
5,658
+1,286
60
$618K 0.35%
4,885
+4,385
61
$618K 0.35%
11,795
-219
62
$582K 0.33%
3,846
-68
63
$576K 0.32%
6,399
64
$573K 0.32%
6,587
65
$570K 0.32%
5,474
+1,619
66
$569K 0.32%
7,040
-1,070
67
$566K 0.32%
5,047
+1,267
68
$561K 0.31%
13,024
-5,040
69
$559K 0.31%
3,477
-25
70
$546K 0.31%
9,105
71
$533K 0.3%
2,054
+170
72
$522K 0.29%
10,262
-434
73
$510K 0.29%
9,246
+6,410
74
$494K 0.28%
16,431
-2,440
75
$484K 0.27%
6,053
+832
1 2
3
4 5