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
126
$233K 0.13%
4,801
127
$231K 0.13%
+2,688
128
$228K 0.13%
2,120
-466
129
$227K 0.13%
+9,571
130
$223K 0.12%
4,214
131
$221K 0.12%
+7,000
132
$219K 0.12%
2,532
-1,567
133
$216K 0.12%
+1,133
134
$216K 0.12%
8,087
-732
135
$215K 0.12%
+2,801
136
$213K 0.12%
+823
137
$213K 0.12%
+2,515
138
$211K 0.12%
4,081
+1,900
139
$210K 0.12%
+3,640
140
$206K 0.12%
+1,663
141
$204K 0.11%
837
-194
142
$199K 0.11%
1,301
-129
143
$199K 0.11%
+2,433
144
$198K 0.11%
4,577
-984
145
$197K 0.11%
4,270
-842
146
$194K 0.11%
6,629
-1,258
147
$193K 0.11%
7,496
-2,297
148
$190K 0.11%
5,300
-149
149
$182K 0.1%
1,953
+299
150
$181K 0.1%
+3,080
4 5
6
7 8