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
526
$38K 0.01%
+2,542
527
$38K 0.01%
7,200
+100
528
$38K 0.01%
3,700
529
$38K 0.01%
601
530
$38K 0.01%
334
531
$37K 0.01%
829
-172
532
$37K 0.01%
1,912
+212
533
$37K 0.01%
2,390
+361
534
$37K 0.01%
123
535
$37K 0.01%
+1,413
536
$37K 0.01%
1,910
+125
537
$37K 0.01%
959
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538
$37K 0.01%
317
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539
$37K 0.01%
437
540
$36K 0.01%
174
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541
$36K 0.01%
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542
$36K 0.01%
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$36K 0.01%
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549
$35K 0.01%
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550
$35K 0.01%
400
20 21
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