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
$638M
AUM Growth
+$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.67M
3
+$8.39M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$8.16M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$7.98M

Top Sells

1
+$10.1M
2
+$8.06M
3
+$7.45M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$7.27M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$6.37M

Sector Composition

1 Technology 5.05%
2 Financials 3.32%
3 Consumer Discretionary 2.81%
4 Industrials 2.34%
5 Communication Services 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$254K 0.04%
11,819
+1,463
227
$253K 0.04%
668
+133
228
$253K 0.04%
11,413
+1,385
229
$252K 0.04%
14,712
+2,372
230
$249K 0.04%
1,971
+1,295
231
$249K 0.04%
+15,924
232
$247K 0.04%
1,313
+94
233
$246K 0.04%
+895
234
$245K 0.04%
619
+157
235
$245K 0.04%
1,674
+1,274
236
$242K 0.04%
3,118
-1,515
237
$239K 0.04%
4,461
-519
238
$239K 0.04%
+38,075
239
$235K 0.04%
+3,223
240
$231K 0.04%
4,457
+2,509
241
$228K 0.04%
6,776
+1,701
242
$227K 0.04%
1,792
+982
243
$225K 0.04%
+6,184
244
$225K 0.04%
4,487
-398
245
$225K 0.04%
2,008
+201
246
$224K 0.04%
6,560
247
$224K 0.04%
6,369
-2,011
248
$222K 0.03%
1,907
-158
249
$220K 0.03%
1,325
+1,290
250
$213K 0.03%
1,812
+101
8 9
10
11 12