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

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
451
$52K 0.01%
+586
452
$52K 0.01%
+500
453
$52K 0.01%
1,000
-4,618
454
$51K 0.01%
+549
455
$51K 0.01%
+500
456
$51K 0.01%
+890
457
$51K 0.01%
+1,013
458
$51K 0.01%
+423
459
$50K 0.01%
+1,118
460
$50K 0.01%
472
-1,813
461
$50K 0.01%
+1,660
462
$50K 0.01%
+1,739
463
$50K 0.01%
+207
464
$49K 0.01%
7,096
-7,671
465
$49K 0.01%
+1,301
466
$48K 0.01%
+1,527
467
$47K 0.01%
+590
468
$47K 0.01%
+255
469
$47K 0.01%
+1,001
470
$47K 0.01%
+600
471
$46K 0.01%
484
-3,716
472
$46K 0.01%
+2,282
473
$45K 0.01%
+1,903
474
$45K 0.01%
+944
475
$45K 0.01%
+300
17 18
19
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