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WealthShield Partners Portfolio holdings

AUM $898M
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$898M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$5.08M
3
+$4.69M
4
BLCR icon
BlackRock Large Cap Core ETF
BLCR
+$4.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.58M

Top Sells

1
+$9.55M
2
+$2.99M
3
+$2.52M
4
LHX icon
L3Harris
LHX
+$2.15M
5
UNH icon
UnitedHealth
UNH
+$2.07M

Sector Composition

1 Technology 10.39%
2 Financials 5.18%
3 Industrials 4.15%
4 Consumer Discretionary 3.21%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOT icon
101
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$2.58M 0.29%
10,029
-66
CEG icon
102
Constellation Energy
CEG
$90.6B
$2.57M 0.29%
9,221
+8,365
LMUB
103
iShares Long-Term National Muni Bond ETF
LMUB
$1.62B
$2.56M 0.29%
+51,337
LHX icon
104
L3Harris
LHX
$57.3B
$2.54M 0.28%
7,359
-6,139
CRM icon
105
Salesforce
CRM
$136B
$2.5M 0.28%
13,403
-1,140
WFC icon
106
Wells Fargo
WFC
$256B
$2.48M 0.28%
31,136
+1,618
UPS icon
107
United Parcel Service
UPS
$91.9B
$2.47M 0.27%
25,067
+1,287
SPGI icon
108
S&P Global
SPGI
$124B
$2.43M 0.27%
5,714
-821
QQQ icon
109
Invesco QQQ Trust
QQQ
$479B
$2.41M 0.27%
4,179
+197
BINC icon
110
BlackRock Flexible Income ETF
BINC
$16.2B
$2.38M 0.27%
45,917
-9,616
NEE icon
111
NextEra Energy
NEE
$179B
$2.37M 0.26%
25,551
+91
HPE icon
112
Hewlett Packard
HPE
$63.8B
$2.32M 0.26%
97,547
+3,039
VCLT icon
113
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.36B
$2.28M 0.25%
30,543
+1,975
IAU icon
114
iShares Gold Trust
IAU
$65.4B
$2.25M 0.25%
25,514
-17,191
ADI icon
115
Analog Devices
ADI
$204B
$2.24M 0.25%
7,031
-199
SPYM
116
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
$2.19M 0.24%
28,613
+124
EDIV icon
117
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.27B
$2.19M 0.24%
55,440
-47
EW icon
118
Edwards Lifesciences
EW
$49B
$2.18M 0.24%
27,185
+553
MSI icon
119
Motorola Solutions
MSI
$68.4B
$2.16M 0.24%
4,986
+64
DWX icon
120
State Street SPDR S&P International Dividend ETF
DWX
$518M
$2.15M 0.24%
47,215
-200
MA icon
121
Mastercard
MA
$433B
$2.14M 0.24%
4,273
+650
CDNS icon
122
Cadence Design Systems
CDNS
$106B
$2.08M 0.23%
7,476
+153
TLT icon
123
iShares 20+ Year Treasury Bond ETF
TLT
$41.2B
$2.07M 0.23%
23,860
-9,540
FDN icon
124
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.06B
$2.05M 0.23%
8,750
-244
IJS icon
125
iShares S&P Small-Cap 600 Value ETF
IJS
$8.11B
$2.05M 0.23%
17,285
+681
3 4
5
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