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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
1201
– –
-400
1202
– –
-34
1203
– –
-64
1204
– –
-1,000
1205
– –
-39,231
1206
– –
-125
1207
– –
-52
1208
– –
-27
1209
– –
-27
1210
– –
-250
1211
– –
-170
1212
– –
-10
1213
– –
-75
1214
– –
-33
1215
– –
-13
1216
– –
-46
1217
– –
-300
1218
– –
-67,492
1219
– –
-1,000
1220
– –
-958
1221
– –
-50
1222
– –
-126
1223
– –
-13
1224
– –
-42
1225
– –
-911
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