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
426
$57K 0.01%
+208
427
$57K 0.01%
+3,635
428
$57K 0.01%
+1,144
429
$57K 0.01%
+888
430
$56K 0.01%
+200
431
$56K 0.01%
+444
432
$56K 0.01%
+860
433
$56K 0.01%
+248
434
$55K 0.01%
562
-5,687
435
$55K 0.01%
+163
436
$55K 0.01%
+900
437
$55K 0.01%
+1,435
438
$54K 0.01%
+2,009
439
$54K 0.01%
+993
440
$54K 0.01%
495
-3,897
441
$54K 0.01%
+560
442
$54K 0.01%
+87
443
$54K 0.01%
+1,122
444
$54K 0.01%
+701
445
$54K 0.01%
+1,515
446
$53K 0.01%
+742
447
$53K 0.01%
284
-1,381
448
$53K 0.01%
+3,294
449
$53K 0.01%
+400
450
$52K 0.01%
+500
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