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
101
$1.04M 0.16%
18,606
+3,794
102
$1M 0.16%
5,691
+51
103
$986K 0.15%
30,716
+5,272
104
$985K 0.15%
19,119
-44,567
105
$970K 0.15%
7,740
+1,060
106
$957K 0.15%
9,658
-154
107
$942K 0.15%
10,962
+10,859
108
$938K 0.15%
6,406
-59
109
$934K 0.15%
14,800
-222
110
$892K 0.14%
11,812
+240
111
$879K 0.14%
3,629
+228
112
$875K 0.14%
20,817
-7,566
113
$871K 0.14%
31,535
+28,602
114
$859K 0.13%
+42,496
115
$848K 0.13%
4,121
+539
116
$836K 0.13%
5,414
+788
117
$823K 0.13%
+82,705
118
$819K 0.13%
1,742
+1,707
119
$803K 0.13%
1,001
+165
120
$801K 0.13%
11,888
+1,615
121
$797K 0.12%
10,253
+1,568
122
$788K 0.12%
3,632
+842
123
$784K 0.12%
7,485
+1,381
124
$780K 0.12%
6,570
+1,510
125
$778K 0.12%
3,366
+332
3 4
5
6 7