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WealthShield Partners Portfolio holdings
AUM
$898M
1-Year Est. Return
19.38%
This Fund
S&P 500
1 Year Est. Return
+19.38%
AUM
$898M
AUM Growth
-$9.29M
(-1%)
Holding
624
Top Buys
| 1 | +$5.97M | |
| 2 | +$5.08M | |
| 3 | +$4.69M | |
| 4 |
BlackRock Large Cap Core ETF
BLCR
|
+$4.13M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$3.58M |
Top Sells
| 1 | +$9.55M | |
| 2 | +$2.99M | |
| 3 | +$2.52M | |
| 4 |
L3Harris
LHX
|
+$2.15M |
| 5 |
UnitedHealth
UNH
|
+$2.07M |
Sector Composition
| 1 | Technology | 10.39% |
| 2 | Financials | 5.18% |
| 3 | Industrials | 4.15% |
| 4 | Consumer Discretionary | 3.21% |
| 5 | Healthcare | 3.01% |
