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
501
$40K 0.01%
+89
502
$40K 0.01%
+408
503
$40K 0.01%
+1,016
504
$39K 0.01%
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505
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+435
506
$39K 0.01%
+1,579
507
$39K 0.01%
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508
$39K 0.01%
+831
509
$38K 0.01%
+1,785
510
$38K 0.01%
159
-2,671
511
$38K 0.01%
156
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512
$38K 0.01%
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513
$37K 0.01%
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514
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515
$37K 0.01%
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516
$37K 0.01%
+400
517
$37K 0.01%
+1,191
518
$37K 0.01%
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519
$36K 0.01%
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520
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521
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522
$36K 0.01%
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524
$36K 0.01%
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525
$36K 0.01%
+504