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
251
$212K 0.03%
12,026
+2,940
252
$208K 0.03%
1,555
+128
253
$207K 0.03%
498
-213
254
$207K 0.03%
3,935
+376
255
$206K 0.03%
390
256
$204K 0.03%
+7,000
257
$204K 0.03%
4,048
+7
258
$202K 0.03%
+1,400
259
$201K 0.03%
8,674
+1,638
260
$200K 0.03%
5,999
+1,691
261
$199K 0.03%
+4,935
262
$196K 0.03%
1,127
+25
263
$194K 0.03%
+205
264
$192K 0.03%
2,616
-655
265
$191K 0.03%
1,627
+97
266
$191K 0.03%
5,023
-1,282
267
$191K 0.03%
889
+793
268
$187K 0.03%
6,084
+1,085
269
$186K 0.03%
7,540
270
$186K 0.03%
3,868
+2,534
271
$185K 0.03%
3,342
+747
272
$184K 0.03%
511
+291
273
$183K 0.03%
520
+125
274
$181K 0.03%
604
+39
275
$180K 0.03%
1,884
-972
9 10
11
12 13