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
476
$21.1K ﹤0.01%
1,240
477
$20.5K ﹤0.01%
98
478
$20.3K ﹤0.01%
754
479
$20.2K ﹤0.01%
799
480
$19.4K ﹤0.01%
686
481
$19.2K ﹤0.01%
+510
482
$18.7K ﹤0.01%
200
483
$18.6K ﹤0.01%
625
484
$18K ﹤0.01%
316
485
$17K ﹤0.01%
474
486
$16.9K ﹤0.01%
328
-18
487
$16.8K ﹤0.01%
320
488
$16.6K ﹤0.01%
289
-127
489
$16.5K ﹤0.01%
+434
490
$15.9K ﹤0.01%
333
491
$15.7K ﹤0.01%
440
492
$15.5K ﹤0.01%
390
493
$15.2K ﹤0.01%
305
494
$14.3K ﹤0.01%
215
+3
495
$14K ﹤0.01%
228
496
$12.4K ﹤0.01%
324
497
$11.5K ﹤0.01%
216
-373
498
$11.4K ﹤0.01%
322
+1
499
$11.4K ﹤0.01%
242
500
$11.3K ﹤0.01%
464
18 19
20
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