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
326
$213K 0.02%
2,532
-198
327
$213K 0.02%
4,955
328
$212K 0.02%
12,273
+29
329
$212K 0.02%
3,255
330
$210K 0.02%
+2,752
331
$209K 0.02%
3,048
332
$207K 0.02%
10,837
+23
333
$207K 0.02%
8,242
334
$207K 0.02%
347
-642
335
$207K 0.02%
5,632
336
$206K 0.02%
3,432
337
$205K 0.02%
4,504
+1,892
338
$205K 0.02%
7,451
-812
339
$204K 0.02%
4,235
-61
340
$203K 0.02%
+2,149
341
$203K 0.02%
7,730
+1,522
342
$203K 0.02%
+3,202
343
$202K 0.02%
532
344
$201K 0.02%
2,477
-80
345
$197K 0.02%
5,291
+15
346
$194K 0.02%
1,388
+1
347
$193K 0.02%
6,095
-1,566
348
$188K 0.02%
3,206
349
$187K 0.02%
512
+179
350
$185K 0.02%
3,951
12 13
14
15 16