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
101
$397K 0.23%
10,788
+750
102
$391K 0.23%
2,547
103
$378K 0.22%
7,229
-598
104
$378K 0.22%
3,546
+32
105
$359K 0.21%
21,810
106
$350K 0.2%
2,288
+586
107
$345K 0.2%
3,112
+992
108
$338K 0.2%
6,181
-386
109
$330K 0.19%
8,525
-1,957
110
$318K 0.18%
3,971
-339
111
$314K 0.18%
2,915
+2,425
112
$312K 0.18%
1,989
-288
113
$309K 0.18%
1,257
+420
114
$308K 0.18%
10,125
-6,306
115
$305K 0.18%
2,587
+20
116
$303K 0.18%
5,500
+1,050
117
$301K 0.17%
2,281
118
$300K 0.17%
+3,870
119
$295K 0.17%
3,370
+855
120
$295K 0.17%
5,876
-285
121
$283K 0.16%
6,604
-74
122
$278K 0.16%
1,993
-957
123
$272K 0.16%
+2,113
124
$269K 0.16%
10,611
+1,040
125
$264K 0.15%
9,111
-1,795
3 4
5
6 7