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
$189M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$2.6M
3
+$2.26M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.64M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.61M

Top Sells

1
+$6.16M
2
+$5.25M
3
+$1.45M
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$954K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$534K

Sector Composition

1 Consumer Staples 3.88%
2 Financials 3%
3 Technology 2.27%
4 Industrials 2.04%
5 Healthcare 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$449K 0.24%
6,803
-106
102
$434K 0.23%
11,168
+2,643
103
$421K 0.22%
10,647
-141
104
$420K 0.22%
5,503
+214
105
$418K 0.22%
10,394
-81
106
$413K 0.22%
15,657
-3,429
107
$406K 0.22%
5,428
108
$402K 0.21%
3,136
-39
109
$395K 0.21%
3,315
-117
110
$394K 0.21%
3,694
+148
111
$389K 0.21%
4,120
+750
112
$385K 0.2%
3,547
+1,044
113
$376K 0.2%
2,547
114
$373K 0.2%
3,343
+231
115
$366K 0.19%
+6,852
116
$365K 0.19%
4,549
+578
117
$364K 0.19%
1,473
+216
118
$363K 0.19%
21,810
119
$356K 0.19%
4,560
+690
120
$355K 0.19%
2,337
+49
121
$353K 0.19%
2,593
+480
122
$346K 0.18%
7,920
+1,873
123
$345K 0.18%
1,161
+417
124
$337K 0.18%
10,553
+3,242
125
$334K 0.18%
6,765
+584
3 4
5
6 7