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
101
$276K 0.16%
1,411
-72
102
$275K 0.16%
+1,737
103
$273K 0.16%
5,516
-28
104
$270K 0.15%
3,080
105
$268K 0.15%
+4,969
106
$260K 0.15%
2,716
107
$258K 0.15%
+11,049
108
$258K 0.15%
15,002
-2,689
109
$257K 0.15%
5,399
-1,048
110
$257K 0.15%
7,550
+1,093
111
$255K 0.15%
1,553
+150
112
$245K 0.14%
2,780
-12
113
$244K 0.14%
8,278
+155
114
$244K 0.14%
2,192
115
$241K 0.14%
3,940
+300
116
$238K 0.14%
2,859
-201
117
$234K 0.13%
2,834
118
$225K 0.13%
5,874
+982
119
$218K 0.12%
4,214
-2,684
120
$211K 0.12%
+565
121
$207K 0.12%
+6,717
122
$206K 0.12%
5,478
+658
123
$203K 0.12%
798
-56
124
$203K 0.12%
+2,650
125
$202K 0.12%
+4,282
3 4
5
6 7