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
426
$60.6K 0.01%
790
427
$60.1K 0.01%
800
428
$58.1K 0.01%
2,207
+9
429
$56.2K 0.01%
+2,204
430
$49.3K 0.01%
1,035
431
$48.7K 0.01%
724
432
$47.6K 0.01%
792
-942
433
$46.8K 0.01%
388
434
$46.4K 0.01%
506
-527
435
$46K 0.01%
1,105
436
$45.1K 0.01%
3,885
+3,430
437
$43K ﹤0.01%
360
438
$42.9K ﹤0.01%
926
+3
439
$42.8K ﹤0.01%
1,198
+6
440
$41.4K ﹤0.01%
712
441
$41.2K ﹤0.01%
922
+4
442
$39.4K ﹤0.01%
398
443
$37.6K ﹤0.01%
750
444
$36.7K ﹤0.01%
506
445
$36.5K ﹤0.01%
724
446
$36.1K ﹤0.01%
693
447
$34.6K ﹤0.01%
842
448
$34.4K ﹤0.01%
10,000
449
$34.4K ﹤0.01%
12,500
-5,500
450
$34.1K ﹤0.01%
888
16 17
18
19 20