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
301
$148K 0.02%
1,228
+700
302
$148K 0.02%
+742
303
$147K 0.02%
+599
304
$147K 0.02%
509
-6
305
$144K 0.02%
14,204
306
$144K 0.02%
633
-169
307
$144K 0.02%
2,379
+1
308
$144K 0.02%
373
+102
309
$143K 0.02%
2,189
-111,250
310
$143K 0.02%
+5,000
311
$140K 0.02%
704
-594
312
$140K 0.02%
+1,100
313
$140K 0.02%
625
+137
314
$138K 0.02%
814
-828
315
$138K 0.02%
1,983
-77,715
316
$137K 0.02%
+1,120
317
$136K 0.02%
1,632
-5,298
318
$135K 0.02%
+91
319
$134K 0.02%
794
-924
320
$134K 0.02%
2,764
-308
321
$132K 0.02%
679
+77
322
$131K 0.02%
1,395
+461
323
$131K 0.02%
+2,615
324
$130K 0.02%
4,976
325
$128K 0.02%
1,655
+795
11 12
13
14 15