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
376
$116K 0.01%
+4,250
377
$115K 0.01%
4,000
378
$114K 0.01%
2,359
379
$113K 0.01%
1,990
380
$112K 0.01%
2,890
-113
381
$111K 0.01%
4,622
+1
382
$110K 0.01%
2,300
383
$110K 0.01%
656
+1
384
$109K 0.01%
3,800
385
$109K 0.01%
600
386
$108K 0.01%
3,400
387
$108K 0.01%
2,050
-188
388
$107K 0.01%
3,250
389
$104K 0.01%
2,017
-93
390
$104K 0.01%
16,362
+280
391
$104K 0.01%
18,031
-224
392
$102K 0.01%
4,000
393
$100K 0.01%
2,300
394
$99.5K 0.01%
1,691
395
$97.9K 0.01%
1,582
-572
396
$97.9K 0.01%
993
397
$97.8K 0.01%
1,239
+10
398
$95K 0.01%
1,336
399
$92.1K 0.01%
1,097
-33
400
$91.9K 0.01%
890
14 15
16
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