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
551
$35K 0.01%
1,110
-81
552
$35K 0.01%
1,540
+194
553
$34K 0.01%
23
+17
554
$34K 0.01%
676
+55
555
$34K 0.01%
1,353
556
$34K 0.01%
85
557
$33K 0.01%
239
+231
558
$33K 0.01%
236
559
$33K 0.01%
352
-115
560
$33K 0.01%
3,300
561
$33K 0.01%
550
-88
562
$33K 0.01%
1,039
563
$33K 0.01%
1,682
564
$33K 0.01%
1,792
+240
565
$32K 0.01%
1,245
566
$32K 0.01%
5,161
+667
567
$32K 0.01%
291
+91
568
$32K 0.01%
591
569
$32K 0.01%
1,026
+94
570
$32K 0.01%
+2,256
571
$31K ﹤0.01%
89
+8
572
$31K ﹤0.01%
1,222
573
$31K ﹤0.01%
1,750
574
$31K ﹤0.01%
3,189
575
$31K ﹤0.01%
165
+62
21 22
23
24 25