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
326
$125K 0.02%
+2,050
327
$124K 0.02%
3,020
+1,001
328
$123K 0.02%
+10,535
329
$123K 0.02%
739
-54
330
$122K 0.02%
2,957
-3,958
331
$121K 0.02%
4,399
-1,687
332
$120K 0.02%
1,950
-81
333
$117K 0.02%
1,738
-1,439
334
$117K 0.02%
+1,729
335
$117K 0.02%
1,529
+1,029
336
$116K 0.02%
490
+99
337
$116K 0.02%
1,773
338
$116K 0.02%
3,272
+3,187
339
$116K 0.02%
2,467
+6
340
$115K 0.02%
2,325
+32
341
$114K 0.02%
130
+40
342
$114K 0.02%
2,001
+1
343
$113K 0.02%
967
-1,263
344
$113K 0.02%
5,247
+1,526
345
$113K 0.02%
470
346
$112K 0.02%
384
+29
347
$112K 0.02%
+2,489
348
$111K 0.02%
+243
349
$111K 0.02%
579
-18
350
$109K 0.02%
378
+30
12 13
14
15 16