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
576
$30K ﹤0.01%
126
+96
577
$30K ﹤0.01%
573
+50
578
$30K ﹤0.01%
439
+228
579
$30K ﹤0.01%
+2,176
580
$30K ﹤0.01%
1,536
-100
581
$30K ﹤0.01%
615
-1
582
$30K ﹤0.01%
660
583
$30K ﹤0.01%
1,032
584
$29K ﹤0.01%
792
+68
585
$29K ﹤0.01%
1,310
586
$29K ﹤0.01%
603
+54
587
$29K ﹤0.01%
5,568
+4,568
588
$29K ﹤0.01%
+1,332
589
$29K ﹤0.01%
544
590
$29K ﹤0.01%
59
+14
591
$29K ﹤0.01%
480
-114
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