WP

WealthShield Partners Portfolio holdings

AUM $907M
1-Year Est. Return 18.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.37%
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
+$10.5M
2
+$9.22M
3
+$7.65M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$7.08M
5
VBND icon
Vident US Bond Strategy ETF
VBND
+$5.74M

Top Sells

1
+$9.69M
2
+$8.91M
3
+$6.17M
4
IYT icon
iShares US Transportation ETF
IYT
+$5.68M
5
TSLA icon
Tesla
TSLA
+$5.67M

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%
+525
502
$40K 0.01%
1,304
-7,243
503
$40K 0.01%
+1,016
504
$39K 0.01%
+435
505
$39K 0.01%
+1,579
506
$39K 0.01%
+275
507
$39K 0.01%
+831
508
$39K 0.01%
+513
509
$38K 0.01%
159
-2,671
510
$38K 0.01%
156
-1,938
511
$38K 0.01%
+1,785
512
$38K 0.01%
+1,293
513
$37K 0.01%
+3,700
514
$37K 0.01%
+968
515
$37K 0.01%
+507
516
$37K 0.01%
+400
517
$37K 0.01%
+1,191
518
$37K 0.01%
+150
519
$36K 0.01%
+447
520
$36K 0.01%
+601
521
$36K 0.01%
+4,000
522
$36K 0.01%
+270
523
$36K 0.01%
+609
524
$36K 0.01%
+2,366
525
$36K 0.01%
+594
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