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
751
$11K ﹤0.01%
112
752
$11K ﹤0.01%
280
+77
753
$11K ﹤0.01%
239
-78
754
$11K ﹤0.01%
220
755
$11K ﹤0.01%
346
+64
756
$11K ﹤0.01%
45
+21
757
$10K ﹤0.01%
145
-159
758
$10K ﹤0.01%
318
+18
759
$10K ﹤0.01%
100
760
$10K ﹤0.01%
1,072
761
$10K ﹤0.01%
240
762
$10K ﹤0.01%
734
-12
763
$10K ﹤0.01%
445
+95
764
$10K ﹤0.01%
543
+43
765
– –
-324
766
– –
-288
767
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768
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769
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-10
770
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-1,300
771
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772
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773
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774
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775
– –
-37
29 30
31
32 33