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
726
$13K ﹤0.01%
164
-283
727
$13K ﹤0.01%
1,235
-1,239
728
$12K ﹤0.01%
75
-100
729
$12K ﹤0.01%
1,000
-283
730
$12K ﹤0.01%
97
+10
731
$12K ﹤0.01%
113
732
$12K ﹤0.01%
100
733
$12K ﹤0.01%
57
+27
734
$12K ﹤0.01%
542
735
$12K ﹤0.01%
49
-199
736
$12K ﹤0.01%
79
+27
737
$12K ﹤0.01%
350
738
$12K ﹤0.01%
162,437
+162,268
739
$12K ﹤0.01%
500
740
$12K ﹤0.01%
253
741
$12K ﹤0.01%
500
742
$12K ﹤0.01%
+1
743
$12K ﹤0.01%
223
744
$11K ﹤0.01%
223
-721
745
$11K ﹤0.01%
150
746
$11K ﹤0.01%
112
747
$11K ﹤0.01%
280
+77
748
$11K ﹤0.01%
239
-78
749
$11K ﹤0.01%
164
750
$11K ﹤0.01%
+200
28 29
30
31 32