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
751
$11K ﹤0.01%
1,071
+200
752
$11K ﹤0.01%
179
753
$11K ﹤0.01%
85
754
$11K ﹤0.01%
220
755
$11K ﹤0.01%
346
+64
756
$11K ﹤0.01%
45
+21
757
$10K ﹤0.01%
543
+43
758
$10K ﹤0.01%
145
-159
759
$10K ﹤0.01%
318
+18
760
$10K ﹤0.01%
100
761
$10K ﹤0.01%
1,072
762
$10K ﹤0.01%
240
763
$10K ﹤0.01%
734
-12
764
$10K ﹤0.01%
445
+95
765
– –
-700
766
– –
-1,552
767
– –
-3,506
768
– –
-566
769
– –
-13
770
– –
-5,676
771
– –
-40
772
– –
-15,731
773
– –
-200
774
– –
-409
775
– –
-310
29 30
31
32 33