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
276
$180K 0.03%
4,500
277
$178K 0.03%
1,871
+1,692
278
$177K 0.03%
3,566
279
$177K 0.03%
3,905
+770
280
$175K 0.03%
2,067
+211
281
$174K 0.03%
693
+438
282
$174K 0.03%
2,606
+701
283
$172K 0.03%
3,243
+1,401
284
$169K 0.03%
568
285
$169K 0.03%
345
+23
286
$168K 0.03%
2,437
+739
287
$167K 0.03%
1,718
288
$166K 0.03%
582
+31
289
$164K 0.03%
1,037
290
$159K 0.02%
3,581
+2,565
291
$158K 0.02%
5,777
+5,377
292
$156K 0.02%
1,099
+207
293
$155K 0.02%
+3,732
294
$154K 0.02%
3,682
+102
295
$153K 0.02%
3,224
-17
296
$152K 0.02%
3,706
+13
297
$151K 0.02%
5,701
+2
298
$151K 0.02%
1,079
+48
299
$148K 0.02%
3,698
+718
300
$148K 0.02%
4,036
+1,976
10 11
12
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