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
201
$15K 0.01%
225
-175
202
$14K 0.01%
586
-141
203
$14K 0.01%
480
-150
204
$13K 0.01%
543
205
$13K 0.01%
200
206
$13K 0.01%
473
207
$10K 0.01%
53
208
$10K 0.01%
+200
209
$10K 0.01%
+200
210
$9K 0.01%
297
211
$9K 0.01%
84
212
$9K 0.01%
+46
213
$9K 0.01%
+168
214
$8K ﹤0.01%
205
-385
215
$8K ﹤0.01%
+100
216
$7K ﹤0.01%
64
217
$7K ﹤0.01%
+400
218
$7K ﹤0.01%
77
-67
219
$6K ﹤0.01%
187
220
$6K ﹤0.01%
122
221
$6K ﹤0.01%
192
222
$5K ﹤0.01%
41
223
$5K ﹤0.01%
61
-2,969
224
$5K ﹤0.01%
189
-928
225
$5K ﹤0.01%
98
7 8
9
10 11