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
1176
– –
-2
1177
– –
-23
1178
– –
-800
1179
– –
-2,282
1180
– –
-73
1181
– –
-79
1182
– –
-293
1183
– –
-574
1184
– –
-13
1185
– –
-32
1186
– –
-81
1187
– –
-3,000
1188
– –
-400
1189
– –
-34
1190
– –
-64
1191
– –
-1,000
1192
– –
-39,231
1193
– –
-125
1194
– –
-52
1195
– –
-10
1196
– –
-75
1197
– –
-33
1198
– –
-18
1199
– –
-13
1200
– –
-46
46 47
48
49 50