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
326
$110K 0.02%
+1,698
327
$110K 0.02%
+786
328
$109K 0.02%
+1,150
329
$108K 0.02%
+2,980
330
$108K 0.02%
+488
331
$106K 0.02%
+2,383
332
$104K 0.02%
+602
333
$104K 0.02%
1,949
-27,722
334
$104K 0.02%
+3,831
335
$104K 0.02%
+2,293
336
$104K 0.02%
+480
337
$103K 0.02%
+517
338
$102K 0.02%
+2,988
339
$102K 0.02%
+1,773
340
$100K 0.02%
+1,530
341
$100K 0.02%
1,628
-1,973
342
$99K 0.02%
+565
343
$98K 0.02%
+355
344
$98K 0.02%
+1,141
345
$98K 0.02%
+3,553
346
$97K 0.02%
+504
347
$97K 0.02%
+241
348
$96K 0.02%
+1,659
349
$95K 0.02%
391
-1,501
350
$95K 0.02%
+2,242
12 13
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