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
601
$27K ﹤0.01%
542
+350
602
$27K ﹤0.01%
111
-45
603
$27K ﹤0.01%
1,454
+450
604
$27K ﹤0.01%
6,669
-300
605
$27K ﹤0.01%
1,000
606
$27K ﹤0.01%
123
+40
607
$27K ﹤0.01%
438
608
$27K ﹤0.01%
628
+543
609
$27K ﹤0.01%
200
-21,876
610
$26K ﹤0.01%
576
+376
611
$25K ﹤0.01%
449
612
$25K ﹤0.01%
1,127
-62
613
$25K ﹤0.01%
+544
614
$25K ﹤0.01%
952
615
$25K ﹤0.01%
914
616
$24K ﹤0.01%
2,000
617
$24K ﹤0.01%
172
618
$24K ﹤0.01%
+266
619
$24K ﹤0.01%
+1,823
620
$24K ﹤0.01%
75
+1
621
$24K ﹤0.01%
+467
622
$24K ﹤0.01%
+100
623
$24K ﹤0.01%
+3,124
624
$24K ﹤0.01%
6,749
625
$24K ﹤0.01%
306
23 24
25
26 27