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
151
$176K 0.1%
5,000
152
$174K 0.1%
2,188
-3,836
153
$171K 0.1%
+2,920
154
$165K 0.09%
4,948
+5
155
$153K 0.09%
2,803
156
$150K 0.08%
+2,783
157
$148K 0.08%
4,901
+26
158
$144K 0.08%
2,006
-84
159
$140K 0.08%
2,767
-2,973
160
$137K 0.08%
+2,731
161
$137K 0.08%
3,752
+1,501
162
$135K 0.08%
6,000
-4,000
163
$129K 0.07%
2,024
+1,624
164
$124K 0.07%
+4,976
165
$120K 0.07%
+1,000
166
$115K 0.06%
1,455
167
$115K 0.06%
3,938
168
$113K 0.06%
1,275
-19
169
$112K 0.06%
2,176
+1,531
170
$111K 0.06%
1,967
+87
171
$104K 0.06%
+3,660
172
$103K 0.06%
+2,448
173
$102K 0.06%
946
-291
174
$101K 0.06%
+3,328
175
$98K 0.05%
+4,500
5 6
7
8 9