WP

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
$882M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.82M
3
+$2.72M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.97M
5
MCD icon
McDonald's
MCD
+$1.95M

Top Sells

1
+$4.11M
2
+$3.73M
3
+$3.35M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.17M
5
FISV
Fiserv Inc
FISV
+$2.09M

Sector Composition

1 Technology 11.67%
2 Financials 5.27%
3 Consumer Discretionary 3.55%
4 Communication Services 3.41%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$421K 0.05%
6,236
-5,060
252
$419K 0.05%
2,587
-629
253
$415K 0.05%
3,014
254
$403K 0.05%
1,724
+1,650
255
$401K 0.05%
10,394
+16
256
$395K 0.04%
12,525
-137
257
$380K 0.04%
36,620
+567
258
$378K 0.04%
4,507
+26
259
$378K 0.04%
5,798
-155
260
$371K 0.04%
801
261
$369K 0.04%
8,977
262
$368K 0.04%
4,354
-217
263
$368K 0.04%
6,394
-836
264
$368K 0.04%
598
+79
265
$367K 0.04%
2,577
266
$356K 0.04%
4,441
267
$351K 0.04%
2,623
-72
268
$348K 0.04%
13,400
269
$341K 0.04%
2,145
-1
270
$338K 0.04%
+1,243
271
$337K 0.04%
4,592
272
$337K 0.04%
9,076
+1
273
$330K 0.04%
2,320
274
$328K 0.04%
2,111
-19
275
$325K 0.04%
32,773
+22,135
9 10
11
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