WP

WealthShield Partners Portfolio holdings

AUM $882M
1-Year Est. Return 16.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.21%
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
State Street 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
726
$13K ﹤0.01%
525
+400
727
$13K ﹤0.01%
434
+5
728
$12K ﹤0.01%
1,000
-283
729
$12K ﹤0.01%
97
+10
730
$12K ﹤0.01%
113
731
$12K ﹤0.01%
100
732
$12K ﹤0.01%
57
+27
733
$12K ﹤0.01%
49
-199
734
$12K ﹤0.01%
75
-100
735
$12K ﹤0.01%
79
+27
736
$12K ﹤0.01%
350
737
$12K ﹤0.01%
162,437
+162,268
738
$12K ﹤0.01%
500
739
$12K ﹤0.01%
542
740
$12K ﹤0.01%
253
741
$12K ﹤0.01%
500
742
$12K ﹤0.01%
+1
743
$12K ﹤0.01%
223
744
$11K ﹤0.01%
164
745
$11K ﹤0.01%
+200
746
$11K ﹤0.01%
223
-721
747
$11K ﹤0.01%
150
748
$11K ﹤0.01%
1,071
+200
749
$11K ﹤0.01%
179
750
$11K ﹤0.01%
85
28 29
30
31 32