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
701
$15K ﹤0.01%
224
702
$15K ﹤0.01%
540
703
$14K ﹤0.01%
+20
704
$14K ﹤0.01%
250
705
$14K ﹤0.01%
440
706
$14K ﹤0.01%
291
707
$14K ﹤0.01%
105
708
$14K ﹤0.01%
1,020
709
$14K ﹤0.01%
733
710
$14K ﹤0.01%
102
-1,152
711
$14K ﹤0.01%
305
-40
712
$14K ﹤0.01%
860
713
$14K ﹤0.01%
168
+133
714
$13K ﹤0.01%
800
715
$13K ﹤0.01%
96
716
$13K ﹤0.01%
138
-51
717
$13K ﹤0.01%
400
718
$13K ﹤0.01%
+600
719
$13K ﹤0.01%
216
+6
720
$13K ﹤0.01%
525
+400
721
$13K ﹤0.01%
434
+5
722
$13K ﹤0.01%
+1,000
723
$13K ﹤0.01%
411
724
$13K ﹤0.01%
288
725
$13K ﹤0.01%
157
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