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
26
$6.88M 1.08%
45,654
-795
27
$6.77M 1.06%
49,426
-412
28
$6.75M 1.06%
208,431
+27,768
29
$6.6M 1.03%
57,253
+37,443
30
$6.32M 0.99%
68,214
+2,596
31
$5.58M 0.87%
54,798
+48,277
32
$5.53M 0.87%
24,525
+647
33
$5.42M 0.85%
53,705
+1,241
34
$5.42M 0.85%
50,047
+11,363
35
$5.39M 0.84%
19,885
+2,953
36
$5.08M 0.8%
201,675
+27,069
37
$5.05M 0.79%
93,666
+93,589
38
$4.81M 0.75%
53,081
+68
39
$4.7M 0.74%
16,893
+1,071
40
$4.68M 0.73%
20,661
+648
41
$4.4M 0.69%
+56,637
42
$4.31M 0.68%
24,814
-2,254
43
$4.29M 0.67%
157,016
+25,376
44
$4.23M 0.66%
+122,494
45
$4.14M 0.65%
24,060
+560
46
$3.95M 0.62%
53,606
-12,342
47
$3.61M 0.57%
120,156
-2,586
48
$3.5M 0.55%
68,283
-43,863
49
$3.22M 0.51%
110,787
+15,339
50
$3.02M 0.47%
24,760
+5,520
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