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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
$601M
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$11.7M
3
+$11.7M
4
VTV icon
Vanguard Value ETF
VTV
+$11.2M
5
AAPL icon
Apple
AAPL
+$10.9M

Top Sells

1
+$8.53M
2
+$8.35M
3
+$6.1M
4
VB icon
Vanguard Small-Cap ETF
VB
+$5.25M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.97M

Sector Composition

1 Technology 7.25%
2 Financials 3.44%
3 Consumer Discretionary 2.71%
4 Healthcare 2.64%
5 Communication Services 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$142K 0.02%
233
+67
277
$129K 0.02%
381
-240
278
$123K 0.02%
+12,227
279
$71K 0.01%
20
280
$14K ﹤0.01%
+10,000
281
$10K ﹤0.01%
+22,029
282
– –
-32,971
283
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-1,440
284
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285
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-2,032
286
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-1,775
287
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-57,542
288
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-2,223
289
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-10,436
290
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291
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-16,328
292
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-15,503
293
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-2,972
294
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295
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-5,260
296
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-6,633
297
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-8,504
299
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300
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-28,328
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