WP

WealthShield Partners Portfolio holdings

AUM $827M
1-Year Est. Return 15.07%
This Quarter Est. Return
1 Year Est. Return
+15.07%
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
+$12.6M
2
+$8.67M
3
+$8.39M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$8.16M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$7.98M

Top Sells

1
+$10.1M
2
+$8.06M
3
+$7.45M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$7.27M
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%
601
529
$38K 0.01%
334
530
$38K 0.01%
3,700
531
$37K 0.01%
829
-172
532
$37K 0.01%
1,912
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533
$37K 0.01%
2,390
+361
534
$37K 0.01%
123
535
$37K 0.01%
437
536
$37K 0.01%
+1,413
537
$37K 0.01%
1,910
+125
538
$37K 0.01%
959
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539
$37K 0.01%
317
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540
$36K 0.01%
174
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541
$36K 0.01%
133
-26
542
$36K 0.01%
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543
$36K 0.01%
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545
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333
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546
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430
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547
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522
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548
$36K 0.01%
126
549
$35K 0.01%
400
550
$35K 0.01%
1,110
-81
20 21
22
23 24