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
676
$17K ﹤0.01%
1,248
677
$17K ﹤0.01%
343
678
$17K ﹤0.01%
1,132
-674
679
$17K ﹤0.01%
640
-32
680
$17K ﹤0.01%
+217
681
$17K ﹤0.01%
706
+700
682
$17K ﹤0.01%
518
-775
683
$17K ﹤0.01%
175
684
$16K ﹤0.01%
163
685
$16K ﹤0.01%
300
686
$16K ﹤0.01%
278
+165
687
$16K ﹤0.01%
265
688
$16K ﹤0.01%
152
-67
689
$16K ﹤0.01%
45
+25
690
$15K ﹤0.01%
320
691
$15K ﹤0.01%
468
692
$15K ﹤0.01%
756
693
$15K ﹤0.01%
1,206
+18
694
$15K ﹤0.01%
592
695
$15K ﹤0.01%
304
-123
696
$15K ﹤0.01%
292
+7
697
$15K ﹤0.01%
61
698
$15K ﹤0.01%
64
-3,881
699
$15K ﹤0.01%
314
700
$15K ﹤0.01%
87
26 27
28
29 30