WP

WealthShield Partners Portfolio holdings

AUM $827M
1-Year Est. Return 15.07%
This Quarter Est. Return
1 Year Est. Return
+15.07%
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
+$12.6M
2
+$8.67M
3
+$8.39M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$8.16M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$7.98M

Top Sells

1
+$10.1M
2
+$8.06M
3
+$7.45M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$7.27M
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
426
$65K 0.01%
278
+22
427
$64K 0.01%
2,634
-21
428
$64K 0.01%
1,373
+1,145
429
$64K 0.01%
987
+87
430
$63K 0.01%
1,388
+16
431
$62K 0.01%
+1,000
432
$62K 0.01%
779
433
$62K 0.01%
1,716
-32
434
$62K 0.01%
543
+48
435
$61K 0.01%
1,556
-4
436
$60K 0.01%
203
+86
437
$60K 0.01%
270
+35
438
$60K 0.01%
851
+494
439
$60K 0.01%
1,178
-1,205
440
$60K 0.01%
1,613
+300
441
$60K 0.01%
+795
442
$60K 0.01%
1,409
-248
443
$60K 0.01%
1,144
444
$60K 0.01%
774
-65
445
$60K 0.01%
1,734
+1,600
446
$59K 0.01%
2,405
447
$58K 0.01%
1,435
448
– –
-812
449
$58K 0.01%
811
+7
450
$57K 0.01%
396
-48
16 17
18
19 20