WP

WealthShield Partners Portfolio holdings

AUM $907M
1-Year Est. Return 18.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$2M
3
+$1.86M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.16M

Top Sells

1
+$5.39M
2
+$3.09M
3
+$3.02M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.02M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.39M

Sector Composition

1 Consumer Staples 2.31%
2 Financials 2.14%
3 Industrials 1.42%
4 Technology 1.3%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7K ﹤0.01%
+161
202
$7K ﹤0.01%
205
203
$7K ﹤0.01%
508
204
$6K ﹤0.01%
+108
205
$6K ﹤0.01%
+187
206
$6K ﹤0.01%
192
207
$6K ﹤0.01%
190
-258
208
$5K ﹤0.01%
+98
209
$5K ﹤0.01%
+167
210
$5K ﹤0.01%
66
+14
211
$5K ﹤0.01%
+114
212
$5K ﹤0.01%
+53
213
$5K ﹤0.01%
103
214
$5K ﹤0.01%
126
215
$5K ﹤0.01%
41
216
$4K ﹤0.01%
58
217
$3K ﹤0.01%
72
218
$2K ﹤0.01%
+49
219
$2K ﹤0.01%
45
220
$2K ﹤0.01%
40
221
$1K ﹤0.01%
15
222
$1K ﹤0.01%
26
223
$1K ﹤0.01%
+10
224
$1K ﹤0.01%
+19
225
$1K ﹤0.01%
+21
7 8
9
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