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
351
$109K 0.02%
+307
352
$108K 0.02%
525
+8
353
$106K 0.02%
1,345
-12,993
354
$106K 0.02%
1,743
+115
355
$106K 0.02%
500
356
$104K 0.02%
795
+70
357
$104K 0.02%
2,357
+115
358
$102K 0.02%
+3,000
359
$102K 0.02%
232
-9
360
$102K 0.02%
1,118
-23
361
$102K 0.02%
573
-27,492
362
$101K 0.02%
1,590
+64
363
$101K 0.02%
942
-521
364
$100K 0.02%
9,837
+600
365
$99K 0.02%
2,924
+765
366
$98K 0.02%
1,140
-314
367
$96K 0.02%
3,612
+1,743
368
$96K 0.02%
436
+46
369
$95K 0.01%
1,468
-191
370
$94K 0.01%
3,412
+7
371
$94K 0.01%
187
+125
372
$93K 0.01%
3,566
+8
373
$92K 0.01%
2,189
374
$91K 0.01%
504
375
$91K 0.01%
+4,409
13 14
15
16 17