WP

WealthShield Partners Portfolio holdings

AUM $882M
1-Year Est. Return 16.21%
This Quarter Est. Return
1 Year Est. Return
+16.21%
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
State Street 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
376
$79K 0.01%
+392
377
$79K 0.01%
+8,171
378
$78K 0.01%
+551
379
$78K 0.01%
+676
380
$78K 0.01%
+760
381
$78K 0.01%
+7,855
382
$77K 0.01%
+1,548
383
$77K 0.01%
+1,382
384
$76K 0.01%
+1,728
385
$76K 0.01%
+1,757
386
$76K 0.01%
+513
387
$76K 0.01%
+1,643
388
$75K 0.01%
+540
389
$74K 0.01%
+652
390
$73K 0.01%
+934
391
$73K 0.01%
+2,060
392
$73K 0.01%
12,978
-1,330
393
$72K 0.01%
+3,029
394
$72K 0.01%
+1,476
395
$72K 0.01%
+734
396
$71K 0.01%
9,351
-5,017
397
$70K 0.01%
+1,429
398
$70K 0.01%
2,159
-8,715
399
$69K 0.01%
+137
400
$68K 0.01%
+90
14 15
16
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