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
126
$770K 0.12%
2,215
+338
127
– –
-2,007
128
$758K 0.12%
3,164
+396
129
$745K 0.12%
5,998
+553
130
$745K 0.12%
9,010
+8,757
131
$743K 0.12%
+13,025
132
$711K 0.11%
5,452
+362
133
$710K 0.11%
4,368
+768
134
$707K 0.11%
2,458
+487
135
$697K 0.11%
40,242
+4,770
136
$697K 0.11%
6,184
+607
137
$683K 0.11%
6,595
+374
138
$680K 0.11%
3,195
+779
139
$677K 0.11%
4,568
+764
140
$660K 0.1%
16,005
-251
141
$657K 0.1%
2,066
+255
142
$625K 0.1%
4,631
-1,142
143
$624K 0.1%
4,451
-142
144
$621K 0.1%
2,854
+168
145
$619K 0.1%
11,444
+1,686
146
$618K 0.1%
12,474
+3,817
147
$610K 0.1%
12,580
+1,470
148
$601K 0.09%
5,077
+5,027
149
$597K 0.09%
4,175
+380
150
$591K 0.09%
16,195
-285
4 5
6
7 8