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
451
$33.9K ﹤0.01%
306
452
$33.5K ﹤0.01%
+910
453
$33.2K ﹤0.01%
1,092
+5
454
$32.9K ﹤0.01%
1,183
455
$32.7K ﹤0.01%
756
+9
456
$32.7K ﹤0.01%
825
-3,997
457
$31.5K ﹤0.01%
717
458
$31.2K ﹤0.01%
330
459
$31.2K ﹤0.01%
700
460
$31K ﹤0.01%
432
461
$28.7K ﹤0.01%
291
+60
462
$28K ﹤0.01%
457
463
$26.9K ﹤0.01%
383
464
$25.6K ﹤0.01%
614
-22
465
$25.6K ﹤0.01%
214
466
$24.8K ﹤0.01%
317
467
$24.7K ﹤0.01%
600
468
$24.5K ﹤0.01%
555
469
$23.7K ﹤0.01%
478
470
$22.7K ﹤0.01%
92
471
$22.4K ﹤0.01%
225
472
$22K ﹤0.01%
1,000
473
$21.9K ﹤0.01%
181
-315
474
$21.9K ﹤0.01%
349
475
$21.4K ﹤0.01%
776
17 18
19
20 21