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
126
$202K 0.12%
+762
127
$202K 0.12%
+1,332
128
$201K 0.11%
5,445
+228
129
$200K 0.11%
1,836
130
$188K 0.11%
2,059
+12
131
$186K 0.11%
6,450
-123
132
$178K 0.1%
2,060
133
$169K 0.1%
2,803
-142
134
$168K 0.1%
5,405
+386
135
$146K 0.08%
2,420
136
$144K 0.08%
2,424
-656
137
$143K 0.08%
1,967
-587
138
$137K 0.08%
11,369
139
$125K 0.07%
+2,397
140
$123K 0.07%
3,697
+1,372
141
$121K 0.07%
3,334
+841
142
$120K 0.07%
3,223
143
$118K 0.07%
+2,547
144
$118K 0.07%
1,455
-3,380
145
$116K 0.07%
1,402
-48
146
$112K 0.06%
10,100
147
$108K 0.06%
2,181
148
$107K 0.06%
3,869
+616
149
$101K 0.06%
+1,253
150
$97K 0.06%
2,052
4 5
6
7 8