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
701
$15K ﹤0.01%
64
-3,881
702
$15K ﹤0.01%
1,206
+18
703
$14K ﹤0.01%
+20
704
$14K ﹤0.01%
250
705
$14K ﹤0.01%
440
706
$14K ﹤0.01%
105
707
$14K ﹤0.01%
1,020
708
$14K ﹤0.01%
733
709
$14K ﹤0.01%
102
-1,152
710
$14K ﹤0.01%
305
-40
711
$14K ﹤0.01%
860
712
$14K ﹤0.01%
168
+133
713
$14K ﹤0.01%
291
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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