We are live on ! Find out more
WP

WealthShield Partners Portfolio holdings

AUM $898M
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
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
951
– –
-4,500
952
– –
-100
953
– –
-50
954
– –
-324
955
– –
-93
956
– –
-50
957
– –
-30
958
– –
-400
959
– –
-288
960
– –
-280
961
– –
-25
962
– –
-50
963
– –
-10
964
– –
-1,300
965
– –
-135
966
– –
-615
967
– –
-205
968
– –
-24,172
969
– –
-15
970
– –
-85
971
– –
-228
972
– –
-1,500
973
– –
-15
974
– –
-26
975
– –
-7,073
37 38
39
40 41