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
201
$36K 0.02%
1,944
202
$35K 0.02%
2,436
-54
203
$34K 0.02%
+3,012
204
$34K 0.02%
+2,200
205
$34K 0.02%
570
+55
206
$33K 0.02%
573
-188
207
$32K 0.02%
317
+22
208
$30K 0.02%
648
+24
209
$29K 0.02%
536
210
$28K 0.02%
512
211
$27K 0.02%
138
-56
212
$26K 0.01%
524
-381
213
$26K 0.01%
259
214
$23K 0.01%
306
215
$21K 0.01%
+203
216
$21K 0.01%
225
-35
217
$20K 0.01%
+400
218
$20K 0.01%
+338
219
$20K 0.01%
172
-206
220
$18K 0.01%
332
-34
221
$17K 0.01%
+632
222
$17K 0.01%
650
223
$17K 0.01%
302
224
$16K 0.01%
299
225
$15K 0.01%
175
7 8
9
10 11