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
351
$183K 0.02%
3,744
-157
352
$175K 0.02%
1,750
353
$174K 0.02%
7,970
-242
354
$171K 0.02%
+3,621
355
$169K 0.02%
3,912
356
$168K 0.02%
1,179
357
$164K 0.02%
3,850
358
$161K 0.02%
10,695
+794
359
$161K 0.02%
502
360
$160K 0.02%
1,588
+602
361
$159K 0.02%
7,287
+275
362
$155K 0.02%
4,355
+725
363
$150K 0.02%
4,100
364
$147K 0.02%
3,500
365
$144K 0.02%
3,801
+11
366
$140K 0.02%
1,836
367
$139K 0.02%
3,100
+120
368
$136K 0.02%
772
369
$134K 0.02%
1,700
370
$130K 0.01%
4,020
371
$127K 0.01%
1,621
372
$126K 0.01%
2,619
-83
373
$126K 0.01%
3,948
+18
374
$121K 0.01%
4,963
375
$120K 0.01%
3,117
13 14
15
16 17