WP

WealthShield Partners Portfolio holdings

AUM $898M
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$882M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.82M
3
+$2.72M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.97M
5
MCD icon
McDonald's
MCD
+$1.95M

Top Sells

1
+$4.11M
2
+$3.73M
3
+$3.35M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.17M
5
FISV
Fiserv Inc
FISV
+$2.09M

Sector Composition

1 Technology 11.67%
2 Financials 5.27%
3 Consumer Discretionary 3.55%
4 Communication Services 3.41%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.86M 0.55%
33,599
+835
52
$4.82M 0.55%
29,324
-68
53
$4.64M 0.53%
39,640
-268
54
$4.43M 0.5%
10,506
+271
55
$4.31M 0.49%
16,804
+232
56
$4.22M 0.48%
40,357
+7,315
57
$4.17M 0.47%
27,954
-2,157
58
$4.08M 0.46%
13,357
+52
59
$4.01M 0.45%
53,902
-8,801
60
$3.95M 0.45%
41,501
+1,081
61
$3.83M 0.43%
11,079
+1,076
62
$3.75M 0.42%
27,981
+523
63
$3.73M 0.42%
72,466
-2,528
64
$3.69M 0.42%
110,642
-1,260
65
$3.69M 0.42%
16,210
+3,116
66
$3.61M 0.41%
17,296
+730
67
$3.58M 0.41%
40,006
+3,095
68
$3.55M 0.4%
80,661
+1,774
69
$3.46M 0.39%
9,242
+72
70
$3.41M 0.39%
14,384
+3,525
71
$3.26M 0.37%
36,615
-1,549
72
$3.25M 0.37%
40,591
-95
73
$3.25M 0.37%
65,720
+8,771
74
$3.24M 0.37%
6,667
+1,548
75
$3.17M 0.36%
3,424
+5
1 2
3
4 5