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
526
$36K 0.01%
+1,000
527
$36K 0.01%
+4,000
528
$36K 0.01%
+270
529
$35K 0.01%
+232
530
$35K 0.01%
+1,000
531
$35K 0.01%
+537
532
$35K 0.01%
+6,114
533
$35K 0.01%
+334
534
$35K 0.01%
+1,308
535
$35K 0.01%
+85
536
$35K 0.01%
+1,154
537
$34K 0.01%
+125
538
$34K 0.01%
+256
539
$34K 0.01%
+638
540
$34K 0.01%
+1,575
541
$34K 0.01%
+150
542
$34K 0.01%
+549
543
$34K 0.01%
+156
544
$34K 0.01%
+2,127
545
$34K 0.01%
+2,034
546
$34K 0.01%
+324
547
$33K 0.01%
+1,245
548
$33K 0.01%
+126
549
$33K 0.01%
+1,000
550
$33K 0.01%
+294