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
576
$30K ﹤0.01%
1,032
577
$30K ﹤0.01%
660
578
$30K ﹤0.01%
126
+96
579
$30K ﹤0.01%
573
+50
580
$30K ﹤0.01%
439
+228
581
$30K ﹤0.01%
+2,176
582
$30K ﹤0.01%
1,536
-100
583
$30K ﹤0.01%
615
-1
584
$29K ﹤0.01%
396
+34
585
$29K ﹤0.01%
59
+14
586
$29K ﹤0.01%
480
-114
587
$29K ﹤0.01%
1,310
588
$29K ﹤0.01%
603
+54
589
$29K ﹤0.01%
5,568
+4,568
590
$29K ﹤0.01%
+1,332
591
$29K ﹤0.01%
544
592
$28K ﹤0.01%
273
-289
593
$28K ﹤0.01%
114
-11
594
$28K ﹤0.01%
50
595
$28K ﹤0.01%
+428
596
$28K ﹤0.01%
+1,810
597
$28K ﹤0.01%
450
598
$28K ﹤0.01%
1,000
599
$27K ﹤0.01%
500
+200
600
$27K ﹤0.01%
+879
22 23
24
25 26