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
201
$323K 0.05%
+15,695
202
$317K 0.05%
14,617
-692
203
$306K 0.05%
28,108
-4,000
204
$306K 0.05%
5,057
+1,227
205
$303K 0.05%
1,320
+109
206
$302K 0.05%
2,006
+43
207
$302K 0.05%
4,640
+2,500
208
$297K 0.05%
1,119
-375
209
$297K 0.05%
2,904
-407
210
$292K 0.05%
515
+15
211
$291K 0.05%
4,305
-67
212
$284K 0.04%
1,196
-22
213
$280K 0.04%
766
+83
214
$279K 0.04%
4,424
215
– –
-458
216
$274K 0.04%
3,735
+185
217
$272K 0.04%
3,314
+828
218
$269K 0.04%
8,416
+1,016
219
$269K 0.04%
11,108
-909
220
$268K 0.04%
4,423
-18
221
$267K 0.04%
3,711
+565
222
$266K 0.04%
2,622
-696
223
$259K 0.04%
4,037
+187
224
$257K 0.04%
16,353
+6,245
225
$254K 0.04%
11,386
+1,383
7 8
9
10 11