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
76
$470K 0.26%
11,057
-1,074
77
$465K 0.26%
5,827
-30
78
$458K 0.26%
4,594
+1
79
$457K 0.26%
7,051
-2,644
80
$455K 0.25%
6,909
81
$435K 0.24%
4,880
+1,860
82
$424K 0.24%
2,547
83
$419K 0.23%
3,714
-1,481
84
$412K 0.23%
2,950
-93
85
$392K 0.22%
3,175
+578
86
$390K 0.22%
7,827
+89
87
$390K 0.22%
10,482
+785
88
$387K 0.22%
6,534
-145
89
$383K 0.21%
2,447
+134
90
$383K 0.21%
21,810
+5,810
91
$373K 0.21%
3,514
+240
92
$372K 0.21%
5,088
+362
93
$355K 0.2%
+6,567
94
$348K 0.19%
2,277
-130
95
$344K 0.19%
4,310
-989
96
$336K 0.19%
4,454
-395
97
$329K 0.18%
13,474
98
$327K 0.18%
10,038
+2,790
99
$325K 0.18%
2,567
-546
100
$317K 0.18%
6,336
+1,018
2 3
4
5 6