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
451
$57K 0.01%
1,994
-15
452
$57K 0.01%
993
453
$57K 0.01%
396
-48
454
$56K 0.01%
1,765
+1,666
455
$56K 0.01%
1,123
+770
456
$55K 0.01%
675
+85
457
$55K 0.01%
472
458
– –
0
459
$55K 0.01%
423
460
$55K 0.01%
213
+6
461
$55K 0.01%
25
+12
462
$54K 0.01%
192
-200
463
$54K 0.01%
1,332
+364
464
$54K 0.01%
925
+686
465
$54K 0.01%
743
+536
466
$54K 0.01%
702
+96
467
$53K 0.01%
670
+277
468
$53K 0.01%
1,221
+99
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
20 21