WP

WealthShield Partners Portfolio holdings

AUM $882M
1-Year Est. Return 16.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.21%
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
State Street 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
626
$24K ﹤0.01%
1,600
627
$23K ﹤0.01%
632
628
$23K ﹤0.01%
233
629
$23K ﹤0.01%
38
+10
630
$23K ﹤0.01%
355
-278
631
$23K ﹤0.01%
279
-234
632
$23K ﹤0.01%
2,648
633
$23K ﹤0.01%
+200
634
$23K ﹤0.01%
200
635
$22K ﹤0.01%
475
636
$22K ﹤0.01%
235
-32,752
637
$22K ﹤0.01%
323
+1
638
$22K ﹤0.01%
1,000
639
$22K ﹤0.01%
+292
640
$22K ﹤0.01%
1,112
+1
641
$21K ﹤0.01%
88
-1,979
642
$21K ﹤0.01%
+122
643
$21K ﹤0.01%
560
644
$21K ﹤0.01%
320
645
$21K ﹤0.01%
1,263
646
$21K ﹤0.01%
+815
647
$21K ﹤0.01%
74
648
$21K ﹤0.01%
157
+13
649
$21K ﹤0.01%
+400
650
$21K ﹤0.01%
+371
24 25
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