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
501
$11.3K ﹤0.01%
73
+64
502
$11.1K ﹤0.01%
157
503
$11.1K ﹤0.01%
263
504
$11K ﹤0.01%
232
505
$11K ﹤0.01%
159
506
$9.2K ﹤0.01%
253
507
$9.09K ﹤0.01%
158
508
$8.45K ﹤0.01%
+334
509
$8.39K ﹤0.01%
90
510
$8.28K ﹤0.01%
508
511
$8.12K ﹤0.01%
268
-52
512
$7.15K ﹤0.01%
140
-500
513
$7.14K ﹤0.01%
+227
514
$7.04K ﹤0.01%
150
515
$6.67K ﹤0.01%
58
516
$6.45K ﹤0.01%
121
517
$6.42K ﹤0.01%
107
-980
518
$6.33K ﹤0.01%
124
519
$6.21K ﹤0.01%
43
520
$6.12K ﹤0.01%
58
+2
521
$5.87K ﹤0.01%
157
522
$5.74K ﹤0.01%
129
523
$5.68K ﹤0.01%
100
524
$5.57K ﹤0.01%
248
525
$5.49K ﹤0.01%
115
19 20
21
22 23