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
151
$96K 0.05%
3,466
152
$95K 0.05%
1,600
153
$87K 0.05%
962
154
$80K 0.05%
4,175
+1,205
155
$79K 0.05%
782
156
$72K 0.04%
+2,065
157
$72K 0.04%
1,249
-455
158
$68K 0.04%
1,143
159
$67K 0.04%
949
160
$64K 0.04%
1,332
161
$61K 0.03%
1,617
+54
162
$60K 0.03%
686
163
$59K 0.03%
500
164
$59K 0.03%
588
165
$59K 0.03%
534
-23
166
$53K 0.03%
843
-438
167
$50K 0.03%
930
168
$47K 0.03%
378
169
$47K 0.03%
+3,295
170
$46K 0.03%
1,640
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171
$42K 0.02%
194
172
$39K 0.02%
1,560
-904
173
$38K 0.02%
1,293
174
$36K 0.02%
528
-34
175
$36K 0.02%
713
-120
5 6
7
8 9