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
76
$1.54M 0.24%
15,608
-3,567
77
$1.54M 0.24%
7,669
-333
78
$1.52M 0.24%
27,469
+7,897
79
$1.47M 0.23%
59,917
+1,694
80
$1.45M 0.23%
6,603
+801
81
$1.43M 0.22%
3,567
+622
82
$1.42M 0.22%
16,096
+9,711
83
$1.39M 0.22%
16,400
+1,335
84
$1.38M 0.22%
24,178
-34,974
85
$1.31M 0.21%
5,362
+779
86
$1.3M 0.2%
64,880
+19,600
87
$1.27M 0.2%
7,721
+2,762
88
$1.24M 0.19%
9,322
+627
89
$1.22M 0.19%
19,793
+2,940
90
$1.19M 0.19%
21,546
+19,597
91
$1.18M 0.19%
32,272
+16,640
92
$1.13M 0.18%
16,867
-15,248
93
$1.08M 0.17%
84,057
-7,794
94
$1.08M 0.17%
5,879
+581
95
$1.08M 0.17%
22,590
+3,730
96
$1.07M 0.17%
3,929
-33
97
$1.06M 0.17%
33,093
-2,400
98
$1.06M 0.17%
8,277
+4,170
99
$1.05M 0.17%
34,648
+6,682
100
$1.05M 0.16%
22,344
+1,422
2 3
4
5 6