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
726
$13K ﹤0.01%
164
-283
727
$13K ﹤0.01%
1,235
-1,239
728
$12K ﹤0.01%
75
-100
729
$12K ﹤0.01%
500
730
$12K ﹤0.01%
+1
731
$12K ﹤0.01%
223
732
$12K ﹤0.01%
1,000
-283
733
$12K ﹤0.01%
79
+27
734
$12K ﹤0.01%
350
735
$12K ﹤0.01%
162,437
+162,268
736
$12K ﹤0.01%
500
737
$12K ﹤0.01%
97
+10
738
$12K ﹤0.01%
113
739
$12K ﹤0.01%
100
740
$12K ﹤0.01%
57
+27
741
$12K ﹤0.01%
542
742
$12K ﹤0.01%
49
-199
743
$12K ﹤0.01%
253
744
$11K ﹤0.01%
223
-721
745
$11K ﹤0.01%
150
746
$11K ﹤0.01%
1,071
+200
747
$11K ﹤0.01%
179
748
$11K ﹤0.01%
85
749
$11K ﹤0.01%
112
750
$11K ﹤0.01%
280
+77
28 29
30
31 32