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
501
$44K 0.01%
1,929
+354
502
$44K 0.01%
1,000
503
$44K 0.01%
225
+200
504
$43K 0.01%
282
+50
505
$43K 0.01%
4,029
506
$43K 0.01%
1,428
+612
507
$43K 0.01%
355
+31
508
$43K 0.01%
244
+200
509
$43K 0.01%
466
+344
510
$42K 0.01%
430
511
$42K 0.01%
810
-28
512
$41K 0.01%
4,350
+350
513
$41K 0.01%
4,926
+431
514
$41K 0.01%
790
515
$41K 0.01%
1,304
516
$41K 0.01%
2,234
+200
517
$41K 0.01%
655
+46
518
$41K 0.01%
150
519
$40K 0.01%
9,678
+9,378
520
$40K 0.01%
435
521
$39K 0.01%
190
-748
522
$39K 0.01%
2,296
+169
523
$39K 0.01%
506
+57
524
$39K 0.01%
4,463
+389
525
$39K 0.01%
503
+62
19 20
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