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
251
$208K 0.04%
3,177
-568
252
$205K 0.04%
+3,830
253
$204K 0.04%
2,486
-1,372
254
$203K 0.04%
390
-190
255
$202K 0.04%
+2,035
256
$198K 0.04%
1,427
-525
257
$198K 0.04%
+535
258
$197K 0.04%
1,807
-449
259
$195K 0.04%
+3,559
260
$193K 0.03%
+7,540
261
$189K 0.03%
+938
262
$188K 0.03%
4,041
-6,116
263
$187K 0.03%
+6,915
264
$186K 0.03%
+4,500
265
$182K 0.03%
802
-508
266
$181K 0.03%
+1,711
267
$181K 0.03%
557
-1,044
268
$179K 0.03%
+2,230
269
$178K 0.03%
+3,262
270
$176K 0.03%
+3,751
271
$174K 0.03%
+1,463
272
$174K 0.03%
+1,102
273
$170K 0.03%
+2,065
274
$167K 0.03%
1,254
-1,166
275
$166K 0.03%
6,086
-2,560
9 10
11
12 13