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
551
$33K 0.01%
+1,353
552
$33K 0.01%
+1,682
553
$33K 0.01%
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554
$32K 0.01%
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557
$32K 0.01%
599
-26,599
558
$32K 0.01%
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559
$32K 0.01%
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560
$31K 0.01%
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561
$31K 0.01%
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562
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563
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566
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567
$31K 0.01%
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$31K 0.01%
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$30K 0.01%
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575
$30K 0.01%
+1,310