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
$556M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.08M
3
+$7.6M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$7.53M
5
VBND icon
Vident US Bond Strategy ETF
VBND
+$5.65M

Top Sells

1
+$9.52M
2
+$8.71M
3
+$6.17M
4
IYT icon
iShares US Transportation ETF
IYT
+$5.68M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$5.42M

Sector Composition

1 Technology 4.41%
2 Financials 3.29%
3 Consumer Discretionary 2.91%
4 Industrials 2.33%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$252K 0.05%
531
-374
227
$251K 0.05%
+1,718
228
$249K 0.04%
1,025
-377
229
$249K 0.04%
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-156
230
$248K 0.04%
3,271
-97
231
$247K 0.04%
+1,642
232
$245K 0.04%
+1,298
233
$245K 0.04%
4,885
-4,127
234
$244K 0.04%
2,856
-1,308
235
$243K 0.04%
3,850
-614
236
$243K 0.04%
683
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237
$233K 0.04%
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238
$232K 0.04%
6,305
-8,978
239
$222K 0.04%
+10,003
240
$222K 0.04%
+10,028
241
$221K 0.04%
+10,356
242
$221K 0.04%
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243
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244
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3,724
-1,331
245
$219K 0.04%
+7,400
246
$217K 0.04%
4,500
247
$216K 0.04%
6,560
-40
248
$216K 0.04%
3,154
249
$213K 0.04%
+3,146
250
$209K 0.04%
4,111
-100
8 9
10
11 12