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
401
$68K 0.01%
+3,543
402
$67K 0.01%
1,118
-10,216
403
$66K 0.01%
+1,245
404
$65K 0.01%
+380
405
$65K 0.01%
+190
406
$65K 0.01%
+3,506
407
$64K 0.01%
+1,334
408
$62K 0.01%
+1,372
409
$62K 0.01%
+528
410
$62K 0.01%
+220
411
$61K 0.01%
+4,279
412
$61K 0.01%
+1,657
413
$61K 0.01%
+788
414
$60K 0.01%
+700
415
$60K 0.01%
+839
416
$60K 0.01%
+350
417
$60K 0.01%
+1,560
418
$60K 0.01%
+804
419
$60K 0.01%
+4,907
420
$60K 0.01%
+275
421
$60K 0.01%
+575
422
$59K 0.01%
+779
423
$59K 0.01%
+2,405
424
$58K 0.01%
2,655
-10,800
425
$58K 0.01%
+1,748
15 16
17
18 19