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
301
$245K 0.03%
2,588
-1
302
$245K 0.03%
70,154
303
$242K 0.03%
10,460
+130
304
$239K 0.03%
3,248
+194
305
$234K 0.03%
3,535
-127
306
$233K 0.03%
9,330
-425
307
$232K 0.03%
2,359
308
$232K 0.03%
+380
309
$230K 0.03%
1,564
310
$230K 0.03%
1,161
-85
311
$230K 0.03%
1,645
-223
312
$230K 0.03%
+1,373
313
$226K 0.03%
4,716
+117
314
$225K 0.03%
+6,542
315
$221K 0.03%
1,987
-19
316
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317
$220K 0.03%
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318
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319
$219K 0.02%
4,466
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320
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6,050
321
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322
$217K 0.02%
919
-10
323
$215K 0.02%
1,372
+2
324
$215K 0.02%
2,986
-35
325
$214K 0.02%
9,283
+9,015
11 12
13
14 15