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
451
$57K 0.01%
165
+2
452
$57K 0.01%
1,994
-15
453
$57K 0.01%
993
454
$56K 0.01%
1,765
+1,666
455
$56K 0.01%
1,123
+770
456
$55K 0.01%
25
+12
457
$55K 0.01%
675
+85
458
$55K 0.01%
472
459
– –
0
460
$55K 0.01%
423
461
$55K 0.01%
213
+6
462
$54K 0.01%
702
+96
463
$54K 0.01%
192
-200
464
$54K 0.01%
1,332
+364
465
$54K 0.01%
925
+686
466
$54K 0.01%
743
+536
467
$53K 0.01%
1,221
+99
468
$53K 0.01%
670
+277
469
$52K 0.01%
1,660
470
$51K 0.01%
211
-1,209
471
$51K 0.01%
896
-1,846
472
$51K 0.01%
7,096
473
$50K 0.01%
1,069
-659
474
$49K 0.01%
485
+1
475
$49K 0.01%
1,042
-1
17 18
19
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