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
476
$49K 0.01%
701
477
$49K 0.01%
1,741
+2
478
$49K 0.01%
351
+84
479
$49K 0.01%
294
+163
480
$49K 0.01%
+203
481
$49K 0.01%
600
482
$49K 0.01%
1,442
+288
483
$49K 0.01%
1,805
+226
484
$48K 0.01%
786
-92,883
485
$47K 0.01%
+449
486
$47K 0.01%
634
-5,010
487
$47K 0.01%
1,012
488
$46K 0.01%
742
489
$46K 0.01%
+2,747
490
$46K 0.01%
1,013
491
$46K 0.01%
1,000
492
$46K 0.01%
396
+121
493
$46K 0.01%
541
+37
494
$45K 0.01%
300
495
$45K 0.01%
2,003
496
$45K 0.01%
1,394
-133
497
– –
-386
498
$45K 0.01%
3,196
-2,914
499
$45K 0.01%
2,669
+240
500
$45K 0.01%
575
+50
18 19
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