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
176
$94K 0.05%
3,466
177
$87K 0.05%
2,429
-529
178
$84K 0.05%
962
179
$71K 0.04%
1,204
-46
180
$67K 0.04%
949
181
$66K 0.04%
+1,886
182
$65K 0.04%
918
+47
183
$62K 0.03%
1,617
184
$62K 0.03%
2,303
+106
185
$61K 0.03%
+2,071
186
$61K 0.03%
1,296
-1,090
187
$61K 0.03%
668
-18
188
$58K 0.03%
+588
189
$55K 0.03%
484
190
$52K 0.03%
490
+49
191
$52K 0.03%
614
-18,013
192
$51K 0.03%
611
-2
193
$50K 0.03%
2,443
194
$49K 0.03%
800
+434
195
$47K 0.03%
1,532
-79,282
196
$44K 0.02%
738
+26
197
$42K 0.02%
662
198
$40K 0.02%
+1,660
199
$39K 0.02%
582
+146
200
$36K 0.02%
1,293
6 7
8
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