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
51
$3.02M 0.47%
46,004
+2,450
52
$2.95M 0.46%
12,171
53
– –
-34,597
54
– –
-34,816
55
$2.74M 0.43%
+47,852
56
$2.72M 0.43%
19,802
+1,111
57
$2.32M 0.36%
5,422
+195
58
$2.31M 0.36%
41,148
-49,800
59
$2.07M 0.32%
55,118
-5,002
60
$2.01M 0.32%
3,437
+2,906
61
$1.98M 0.31%
12,711
+2,066
62
$1.97M 0.31%
8,847
+489
63
$1.97M 0.31%
27,381
+16,243
64
$1.95M 0.31%
36,355
-1,780
65
$1.94M 0.3%
8,200
66
$1.92M 0.3%
+20,916
67
$1.91M 0.3%
17,707
+11,885
68
$1.88M 0.29%
35,374
+14,866
69
$1.86M 0.29%
13,262
+1,904
70
$1.82M 0.29%
7,793
+2,525
71
$1.78M 0.28%
14,358
+12,323
72
$1.74M 0.27%
79,758
-461,480
73
$1.74M 0.27%
31,306
-88
74
$1.69M 0.26%
11,570
+11,390
75
$1.65M 0.26%
5,163
+562
1 2
3
4 5