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
276
$323K 0.04%
15,996
277
$319K 0.04%
3,348
-42
278
$309K 0.04%
6,935
+558
279
$297K 0.03%
7,144
-32
280
$297K 0.03%
1,012
+3
281
$297K 0.03%
7,481
282
$290K 0.03%
+3,339
283
$288K 0.03%
4,204
+65
284
$287K 0.03%
995
+5
285
$286K 0.03%
3,421
-158
286
$283K 0.03%
1,384
-215
287
$278K 0.03%
7,780
288
$278K 0.03%
845
289
$277K 0.03%
1,103
+14
290
$277K 0.03%
2,898
+61
291
$275K 0.03%
2,528
-2
292
$275K 0.03%
15,813
293
$275K 0.03%
2,402
-26
294
$272K 0.03%
1,996
+188
295
$264K 0.03%
1,123
296
$263K 0.03%
10,222
-1,255
297
$258K 0.03%
7,032
298
$255K 0.03%
1,494
+3
299
$250K 0.03%
2,179
300
$248K 0.03%
4,319
-150
10 11
12
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