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
401
$90.8K 0.01%
5,112
+25
402
$90K 0.01%
3,383
+39
403
$89.8K 0.01%
2,488
404
$86.6K 0.01%
1,089
405
$83.1K 0.01%
1,642
-9
406
$82.6K 0.01%
700
407
$81.2K 0.01%
1,554
408
$78.7K 0.01%
653
409
$78.6K 0.01%
810
+20
410
$78.6K 0.01%
1,029
+41
411
$77.6K 0.01%
774
412
$75.6K 0.01%
1,600
413
$75.3K 0.01%
1,404
414
$74.8K 0.01%
1,750
+20
415
$74K 0.01%
3,000
416
$73.8K 0.01%
1,553
-14
417
$73.1K 0.01%
3,492
+1
418
$71.1K 0.01%
1,243
+4
419
$70.5K 0.01%
2,274
-181
420
$70.2K 0.01%
1,800
421
$68.7K 0.01%
2,092
422
$66.9K 0.01%
2,855
423
$65.7K 0.01%
472
+29
424
$63.9K 0.01%
1,063
+282
425
$60.8K 0.01%
1,394
+90
15 16
17
18 19