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
651
$20K ﹤0.01%
636
652
$20K ﹤0.01%
+252
653
$20K ﹤0.01%
348
+1
654
$19K ﹤0.01%
155
+2
655
$19K ﹤0.01%
454
656
$19K ﹤0.01%
443
657
$19K ﹤0.01%
+74
658
$19K ﹤0.01%
200
659
$19K ﹤0.01%
1,226
660
$19K ﹤0.01%
413
+1
661
$19K ﹤0.01%
2,683
662
$19K ﹤0.01%
454
+32
663
$19K ﹤0.01%
146
-57,214
664
$18K ﹤0.01%
737
-173
665
$18K ﹤0.01%
418
666
$18K ﹤0.01%
124
667
$18K ﹤0.01%
132
668
$18K ﹤0.01%
193
-50
669
$18K ﹤0.01%
+571
670
$18K ﹤0.01%
521
671
$18K ﹤0.01%
+1,050
672
$17K ﹤0.01%
175
673
$17K ﹤0.01%
69
674
$17K ﹤0.01%
706
+700
675
$17K ﹤0.01%
518
-775
25 26
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