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
751
$11K ﹤0.01%
239
-78
752
$11K ﹤0.01%
220
753
$11K ﹤0.01%
346
+64
754
$11K ﹤0.01%
45
+21
755
$11K ﹤0.01%
164
756
$11K ﹤0.01%
+200
757
$10K ﹤0.01%
145
-159
758
$10K ﹤0.01%
318
+18
759
$10K ﹤0.01%
100
760
$10K ﹤0.01%
543
+43
761
$10K ﹤0.01%
1,072
762
$10K ﹤0.01%
240
763
$10K ﹤0.01%
734
-12
764
$10K ﹤0.01%
445
+95
765
– –
-132
766
– –
-302
767
– –
-70
768
– –
-549
769
– –
-220
770
– –
-4
771
– –
-31
772
– –
-421
773
– –
-480
774
– –
-27
775
– –
-27
29 30
31
32 33