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
1
$23.8M 3.73%
859,502
+164,353
2
$23.5M 3.68%
238,310
+3,237
3
$22.3M 3.49%
51,802
+2,124
4
$18.5M 2.9%
695,239
+218,463
5
$18.2M 2.85%
340,330
+162,061
6
$17.3M 2.71%
99,715
+33,181
7
$16.6M 2.59%
552,634
+421,915
8
$14.2M 2.22%
430,628
+126,114
9
$13.3M 2.08%
242,372
+69,122
10
$12.9M 2.02%
32,694
-1,287
11
$12.5M 1.96%
242,039
+30,986
12
$12.3M 1.92%
243,609
+3,724
13
$11.6M 1.82%
99,197
+59,946
14
$11.5M 1.81%
40,197
+29,238
15
$10.8M 1.7%
144,875
+91,590
16
$10.3M 1.62%
96,195
+4,228
17
$9.91M 1.55%
87,677
+7,799
18
$9.59M 1.5%
212,386
+7,606
19
$8.63M 1.35%
58,424
+38,091
20
$8.17M 1.28%
77,090
+76,975
21
$8.09M 1.27%
76,994
+1,726
22
$7.98M 1.25%
196,852
+196,738
23
$7.46M 1.17%
+455,023
24
$7.26M 1.14%
45,883
+7,352
25
$7.18M 1.13%
72,727
-2,158
1
2 3 4 5