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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
$285M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.03M
3
+$2.85M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.25M
5
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$2.15M

Top Sells

1
+$1.61M
2
+$1.47M
3
+$1.25M
4
TZA icon
Direxion Daily Small Cap Bear 3x ETF
TZA
+$1.01M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$534K

Sector Composition

1 Technology 5.61%
2 Financials 3.86%
3 Healthcare 3.42%
4 Consumer Staples 3.03%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
+144
377
$2K ﹤0.01%
40
-34
378
$2K ﹤0.01%
126
379
$2K ﹤0.01%
69
380
$2K ﹤0.01%
45
-9,977
381
$2K ﹤0.01%
73
-106
382
$1K ﹤0.01%
+44
383
$1K ﹤0.01%
+18
384
$1K ﹤0.01%
14
385
– –
-609
386
– –
-10,514
387
– –
-21,584
388
– –
-2,795
389
– –
-4,515
390
$0 ﹤0.01%
+5
391
$0 ﹤0.01%
+16
392
$0 ﹤0.01%
+18
393
– –
-10,000
394
– –
-18,176
395
– –
-38,584
396
– –
-10,476
397
– –
-8,134
398
– –
-10,225
399
– –
-11,450
400
$0 ﹤0.01%
15
13 14 15
16
17