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WealthShield Partners Portfolio holdings

AUM $898M
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$2M
3
+$1.86M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.16M

Top Sells

1
+$5.39M
2
+$3.09M
3
+$3.02M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.02M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.39M

Sector Composition

1 Consumer Staples 2.31%
2 Financials 2.14%
3 Industrials 1.42%
4 Technology 1.3%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-142
252
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-3,668
253
– –
-515
254
– –
-53,319
255
– –
-14,629
256
– –
-33,950
257
– –
-26,105
258
– –
-46,100
259
– –
-378
260
$0 ﹤0.01%
+6
261
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-7,947
262
– –
-6,224
263
$0 ﹤0.01%
8
264
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-1,900
265
– –
-575
266
– –
-207
7 8 9 10
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