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
276
$165K 0.03%
5,075
-121,177
277
$163K 0.03%
+462
278
$161K 0.03%
+3,693
279
$159K 0.03%
+3,566
280
$157K 0.03%
1,856
-1,977
281
$157K 0.03%
+3,182
282
$157K 0.03%
+1,037
283
$155K 0.03%
+515
284
$155K 0.03%
+1,086
285
$153K 0.03%
+322
286
$152K 0.03%
9,086
-10,395
287
$151K 0.03%
1,390
-2,387
288
$151K 0.03%
+7,036
289
$150K 0.03%
10,108
-8,229
290
$149K 0.03%
+3,072
291
$148K 0.03%
395
-422
292
$148K 0.03%
+2,378
293
$147K 0.03%
3,580
-12,941
294
$147K 0.03%
+4,999
295
$145K 0.03%
+3,241
296
$145K 0.03%
2,442
-690
297
$144K 0.03%
515
-320
298
$142K 0.03%
+6,697
299
$141K 0.03%
+7,684
300
$141K 0.03%
+96
10 11
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