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
$172M
AUM Growth
-$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.27M
3
+$1.87M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.46M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.02M

Top Sells

1
+$7.92M
2
+$3.71M
3
+$3.28M
4
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$2.39M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.73M

Sector Composition

1 Consumer Staples 3.22%
2 Financials 2.64%
3 Technology 2.14%
4 Consumer Discretionary 1.4%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$747K 0.43%
5,578
-80
52
$719K 0.42%
6,239
53
$669K 0.39%
10,143
-377
54
$654K 0.38%
7,772
+1,719
55
$632K 0.37%
17,155
+13,403
56
$613K 0.36%
5,172
+125
57
$613K 0.36%
11,545
-2,409
58
$607K 0.35%
11,495
-300
59
$605K 0.35%
3,846
60
$603K 0.35%
13,464
+440
61
$585K 0.34%
3,497
+20
62
$576K 0.33%
6,587
63
$574K 0.33%
6,060
+1,180
64
$564K 0.33%
19,335
-81,810
65
$550K 0.32%
9,650
+404
66
$542K 0.31%
9,025
-80
67
$541K 0.31%
2,373
+958
68
$540K 0.31%
36,936
+34,500
69
$539K 0.31%
9,031
-17,155
70
$534K 0.31%
1,984
-70
71
$527K 0.31%
8,892
+3,684
72
$523K 0.3%
+14,311
73
$522K 0.3%
5,912
-487
74
$517K 0.3%
9,429
+3,093
75
$510K 0.3%
19,086
-44,457
1 2
3
4 5