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
$638M
AUM Growth
+$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.4M
3
+$8.61M
4
VUG icon
Vanguard Growth ETF
VUG
+$7.97M
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$7.71M

Top Sells

1
+$10M
2
+$8.06M
3
+$7.61M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$7.07M
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%
5,057
+1,227
204
$306K 0.05%
28,108
-4,000
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%
11,819
+1,463
7 8
9
10 11