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
301
$139K 0.03%
+5,699
302
$138K 0.02%
+4,308
303
$138K 0.02%
+6,141
304
$136K 0.02%
+2,595
305
$135K 0.02%
14,204
-5,506
306
$133K 0.02%
+1,031
307
$130K 0.02%
+1,684
308
$129K 0.02%
+1,041
309
$128K 0.02%
+1,718
310
$128K 0.02%
+793
311
$128K 0.02%
+4,976
312
$127K 0.02%
+2,140
313
$126K 0.02%
+889
314
$122K 0.02%
+3,135
315
$120K 0.02%
1,905
-5,344
316
$119K 0.02%
+892
317
$119K 0.02%
+1,454
318
$119K 0.02%
+3,432
319
$118K 0.02%
+1,500
320
$116K 0.02%
+2,031
321
$113K 0.02%
+2,461
322
$113K 0.02%
+597
323
$112K 0.02%
+2,742
324
$112K 0.02%
+1,842
325
$111K 0.02%
+2,000
11 12
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