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
26
$5.65M 1.02%
+112,146
27
$5.63M 1.01%
180,663
-16,982
28
$5.45M 0.98%
93,669
+22,057
29
$5.44M 0.98%
41,830
-66,998
30
$5.3M 0.95%
+79,698
31
$5.11M 0.92%
23,878
-707
32
$4.76M 0.86%
52,464
+5,628
33
$4.72M 0.85%
28,065
+775
34
$4.66M 0.84%
90,948
+14,304
35
$4.57M 0.82%
53,013
+3,968
36
$4.55M 0.82%
39,251
-17,040
37
$4.52M 0.81%
12,598
-721
38
$4.48M 0.81%
27,068
-2,089
39
$4.46M 0.8%
20,013
-22,581
40
$4.24M 0.76%
174,606
+158,496
41
$4.19M 0.75%
38,684
-12,279
42
$4.04M 0.73%
15,822
-779
43
$3.99M 0.72%
16,932
-4,223
44
$3.84M 0.69%
53,285
-51,471
45
$3.82M 0.69%
+130,719
46
$3.69M 0.66%
65,948
-47,414
47
$3.64M 0.65%
122,742
-3,070
48
$3.64M 0.65%
23,500
-4,720
49
$3.55M 0.64%
131,640
+12,128
50
$3.38M 0.61%
59,152
+40,003
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