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
1001
– –
-163
1002
– –
-212
1003
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-253
1004
– –
-75
1005
– –
-419
1006
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-162
1007
– –
-1,150
1008
– –
-7
1009
– –
-8
1010
– –
-2
1011
– –
-750
1012
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-433
1013
– –
-89
1014
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-53
1015
– –
-3,182
1016
– –
-20
1017
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-12
1018
– –
-188
1019
– –
-119
1020
– –
-11,654
1021
– –
-536
1022
– –
-36
1023
– –
-64
1024
– –
-85
1025
– –
0
39 40
41
42 43