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

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
426
$57K 0.01%
+208
427
$57K 0.01%
+3,635
428
$57K 0.01%
+1,144
429
$57K 0.01%
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430
$56K 0.01%
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431
$56K 0.01%
+444
432
$56K 0.01%
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433
$56K 0.01%
+248
434
$55K 0.01%
562
-5,687
435
$55K 0.01%
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436
$55K 0.01%
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437
$55K 0.01%
+163
438
$54K 0.01%
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439
$54K 0.01%
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440
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441
$54K 0.01%
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442
$54K 0.01%
+1,515
443
$54K 0.01%
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444
$54K 0.01%
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$54K 0.01%
495
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446
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447
$53K 0.01%
284
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448
$53K 0.01%
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449
$53K 0.01%
+400
450
$52K 0.01%
+1,638