WP

WealthShield Partners Portfolio holdings

AUM $907M
1-Year Est. Return 18.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.37%
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
+$10.5M
2
+$9.22M
3
+$7.65M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$7.08M
5
VBND icon
Vident US Bond Strategy ETF
VBND
+$5.74M

Top Sells

1
+$9.69M
2
+$8.91M
3
+$6.17M
4
IYT icon
iShares US Transportation ETF
IYT
+$5.68M
5
TSLA icon
Tesla
TSLA
+$5.67M

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
351
$92K 0.02%
+527
352
$91K 0.02%
+500
353
$89K 0.02%
+3,405
354
$89K 0.02%
+3,558
355
$89K 0.02%
+1,948
356
$88K 0.02%
+2,189
357
$88K 0.02%
+409
358
$88K 0.02%
+2,423
359
$87K 0.02%
+725
360
$87K 0.02%
+810
361
$87K 0.02%
+1,557
362
$87K 0.02%
+271
363
$86K 0.02%
+9,237
364
$85K 0.02%
+470
365
$84K 0.02%
+2,933
366
$84K 0.02%
+390
367
$83K 0.01%
+400
368
$83K 0.01%
+253
369
$82K 0.01%
6,110
-54,409
370
$81K 0.01%
+577
371
$81K 0.01%
+348
372
$81K 0.01%
306
-2,000
373
$81K 0.01%
+1,526
374
$79K 0.01%
+2,033
375
$79K 0.01%
+3,721
13 14
15
16 17