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
101
$316K 0.18%
5,533
102
$308K 0.17%
2,281
-737
103
$307K 0.17%
10,154
+1,085
104
$304K 0.17%
6,161
105
$301K 0.17%
3,738
+603
106
$301K 0.17%
10,906
+596
107
$298K 0.17%
+1,415
108
$291K 0.16%
+11,224
109
$287K 0.16%
6,678
-487
110
$287K 0.16%
+2,210
111
$279K 0.16%
7,385
+1,804
112
$273K 0.15%
1,702
+377
113
$271K 0.15%
2,184
114
$268K 0.15%
+1,677
115
$263K 0.15%
5,208
-1,216
116
$262K 0.15%
+1,485
117
$261K 0.15%
3,004
+163
118
$256K 0.14%
+2,879
119
$256K 0.14%
7,703
+147
120
$253K 0.14%
3,510
+171
121
$253K 0.14%
4,838
122
$247K 0.14%
14,056
123
$242K 0.14%
+4,509
124
$239K 0.13%
692
-163
125
$234K 0.13%
4,450
-3,750
3 4
5
6 7