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
476
$45K 0.01%
+3,300
477
$45K 0.01%
+2,003
478
$44K 0.01%
+1,043
479
$44K 0.01%
+1,869
480
$44K 0.01%
+1,012
481
$43K 0.01%
+1,313
482
$43K 0.01%
+2,429
483
$43K 0.01%
6,521
-70
484
$43K 0.01%
838
-7,394
485
$42K 0.01%
+4,029
486
$42K 0.01%
+536
487
$42K 0.01%
+794
488
$41K 0.01%
+220
489
$41K 0.01%
+467
490
$41K 0.01%
430
-2,550
491
$41K 0.01%
+790
492
$41K 0.01%
+1,000
493
$41K 0.01%
+1,000
494
$40K 0.01%
+4,000
495
$40K 0.01%
+633
496
$40K 0.01%
+359
497
$40K 0.01%
+525
498
$40K 0.01%
1,304
-7,243
499
$40K 0.01%
+500
500
$40K 0.01%
781
-9,007
18 19
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