WP

WealthShield Partners Portfolio holdings

AUM $907M
1-Year Est. Return 18.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.37%
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
+$12.4M
2
+$11.4M
3
+$8.61M
4
VUG icon
Vanguard Growth ETF
VUG
+$7.97M
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$7.71M

Top Sells

1
+$10M
2
+$8.06M
3
+$7.61M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$7.07M
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
401
$75K 0.01%
400
402
$75K 0.01%
2,206
+691
403
$74K 0.01%
1,304
-172
404
$74K 0.01%
3,543
405
$74K 0.01%
+1,200
406
$74K 0.01%
2,319
-1,512
407
$74K 0.01%
4,306
+800
408
$73K 0.01%
1,468
+39
409
$73K 0.01%
106
+19
410
$72K 0.01%
1,091
-137
411
$70K 0.01%
513
412
$69K 0.01%
790
+2
413
$69K 0.01%
575
414
$68K 0.01%
284
+184
415
$67K 0.01%
1,438
+320
416
$67K 0.01%
1,093
+889
417
$67K 0.01%
1,182
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418
$67K 0.01%
628
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419
$67K 0.01%
973
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420
$66K 0.01%
3,780
+486
421
$65K 0.01%
4,279
422
$65K 0.01%
4,377
-530
423
$65K 0.01%
1,599
-158
424
$65K 0.01%
2,156
+518
425
$65K 0.01%
284
15 16
17
18 19