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
$172M
AUM Growth
-$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.27M
3
+$1.87M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.46M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.02M

Top Sells

1
+$7.92M
2
+$3.71M
3
+$3.28M
4
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$2.39M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.73M

Sector Composition

1 Consumer Staples 3.22%
2 Financials 2.64%
3 Technology 2.14%
4 Consumer Discretionary 1.4%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$53K 0.03%
611
177
$53K 0.03%
1,019
-1,157
178
$51K 0.03%
2,443
179
$49K 0.03%
973
-1,758
180
$42K 0.02%
662
181
$41K 0.02%
582
182
$38K 0.02%
448
-166
183
$37K 0.02%
+60
184
$35K 0.02%
3,012
185
$35K 0.02%
570
186
$30K 0.02%
536
187
$28K 0.02%
+500
188
$27K 0.02%
862
-670
189
$26K 0.02%
129
-9
190
$26K 0.02%
221
-263
191
$25K 0.01%
259
192
$23K 0.01%
306
193
$22K 0.01%
400
194
$22K 0.01%
341
+3
195
$20K 0.01%
172
196
$19K 0.01%
346
+47
197
$18K 0.01%
650
198
$18K 0.01%
301
-437
199
$18K 0.01%
302
200
$17K 0.01%
473
6 7
8
9 10