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
576
$30K 0.01%
+660
577
$30K 0.01%
+257
578
$30K 0.01%
+236
579
$29K 0.01%
+393
580
$29K 0.01%
+621
581
$29K 0.01%
+433
582
$29K 0.01%
+523
583
$29K 0.01%
+1,100
584
$29K 0.01%
+1,300
585
$29K 0.01%
+1,032
586
$29K 0.01%
+963
587
$29K 0.01%
+450
588
$29K 0.01%
+3,189
589
$29K 0.01%
+549
590
$28K 0.01%
+1,346
591
$28K 0.01%
+1,700
592
$28K 0.01%
+7,100
593
$28K 0.01%
+1,039
594
$28K 0.01%
+62
595
$28K 0.01%
+724
596
$28K 0.01%
+1,806
597
$28K 0.01%
+881
598
$27K ﹤0.01%
+396
599
$27K ﹤0.01%
+380
600
$27K ﹤0.01%
+932
22 23
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