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
526
$4.77K ﹤0.01%
128
527
$4.71K ﹤0.01%
98
528
$4.61K ﹤0.01%
+234
529
$4.26K ﹤0.01%
180
530
$4K ﹤0.01%
85
531
$3.63K ﹤0.01%
29
532
$3.59K ﹤0.01%
78
533
$3.58K ﹤0.01%
124
534
$3.37K ﹤0.01%
38
535
$3.34K ﹤0.01%
191
536
$3.26K ﹤0.01%
89
537
$3.22K ﹤0.01%
45
538
$3.18K ﹤0.01%
29
539
$3.12K ﹤0.01%
70
540
$3.12K ﹤0.01%
31
541
$2.94K ﹤0.01%
10
542
$2.93K ﹤0.01%
43
-13
543
$2.92K ﹤0.01%
36
544
$2.83K ﹤0.01%
88
-13,454
545
$2.68K ﹤0.01%
39
546
$2.53K ﹤0.01%
91
547
$2.46K ﹤0.01%
53
548
$2.43K ﹤0.01%
100
549
$2.25K ﹤0.01%
19
-9
550
$2.12K ﹤0.01%
145
20 21
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