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
76
$399K 0.23%
5,541
77
$373K 0.21%
6,830
+2,108
78
$360K 0.21%
4,726
-153
79
$358K 0.2%
2,807
-109
80
$356K 0.2%
6,783
81
$343K 0.2%
3,274
82
$341K 0.19%
11,026
+3,408
83
$340K 0.19%
3,596
-96
84
$331K 0.19%
4,131
+1
85
$318K 0.18%
4,330
-223
86
$318K 0.18%
7,409
-2,089
87
$317K 0.18%
10,137
+222
88
$316K 0.18%
2,285
-131
89
$315K 0.18%
855
90
$300K 0.17%
3,591
-75,585
91
$292K 0.17%
2,920
-120
92
$287K 0.16%
2,447
-120
93
$285K 0.16%
1,745
+69
94
$281K 0.16%
1,662
+34
95
$280K 0.16%
14,443
96
$280K 0.16%
1,731
+156
97
$279K 0.16%
5,876
-56
98
$279K 0.16%
2,184
99
$278K 0.16%
+3,280
100
$277K 0.16%
15,851
+15,343
2 3
4
5 6