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
76
$508K 0.29%
4,594
77
$502K 0.29%
+9,730
78
$496K 0.29%
9,741
-521
79
$492K 0.29%
6,425
-615
80
$490K 0.28%
4,324
-2,472
81
$489K 0.28%
2,479
+994
82
$482K 0.28%
16,800
+12,862
83
$481K 0.28%
5,522
+2,990
84
$479K 0.28%
4,625
+1,937
85
$479K 0.28%
2,931
+484
86
$474K 0.27%
2,865
+1,188
87
$457K 0.27%
5,659
-168
88
$456K 0.26%
6,909
89
$446K 0.26%
10,475
-582
90
$436K 0.25%
1,924
+791
91
$436K 0.25%
+4,351
92
$419K 0.24%
3,110
+900
93
$419K 0.24%
6,667
+133
94
$415K 0.24%
+2,065
95
$408K 0.24%
5,428
+340
96
$404K 0.23%
3,175
97
$404K 0.23%
4,620
+2,187
98
$402K 0.23%
5,289
-244
99
$400K 0.23%
3,432
-282
100
$399K 0.23%
+1,090
2 3
4
5 6