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
176
$403K 0.06%
+15,659
177
$395K 0.06%
3,774
+600
178
$392K 0.06%
2,079
+346
179
$391K 0.06%
6,528
+5,410
180
$382K 0.06%
12,973
+2,396
181
$381K 0.06%
3,957
+164
182
$380K 0.06%
9,666
+2,766
183
$376K 0.06%
3,271
+856
184
$375K 0.06%
6,162
+1,102
185
$374K 0.06%
4,316
186
$374K 0.06%
9,550
+1,067
187
$368K 0.06%
5,535
+943
188
$365K 0.06%
16,908
+311
189
$364K 0.06%
1,838
-68
190
$355K 0.06%
16,322
+299
191
$349K 0.05%
+8,224
192
$348K 0.05%
6,857
+2,746
193
$346K 0.05%
2,830
-595
194
$343K 0.05%
3,574
-391
195
$341K 0.05%
621
+484
196
$334K 0.05%
15,345
+2,128
197
$333K 0.05%
2,876
+55
198
$332K 0.05%
+12,961
199
$331K 0.05%
5,851
+2,589
200
$324K 0.05%
2,184
+22
6 7
8
9 10