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
601
$27K ﹤0.01%
+4,074
602
$27K ﹤0.01%
+513
603
$27K ﹤0.01%
+544
604
$26K ﹤0.01%
+235
605
$26K ﹤0.01%
+357
606
$26K ﹤0.01%
+1,000
607
$26K ﹤0.01%
+122
608
$25K ﹤0.01%
+322
609
$25K ﹤0.01%
+176
610
$25K ﹤0.01%
+1,000
611
$25K ﹤0.01%
+481
612
$25K ﹤0.01%
+1,552
613
$25K ﹤0.01%
+1,189
614
$25K ﹤0.01%
+88
615
$25K ﹤0.01%
+233
616
$25K ﹤0.01%
+338
617
$25K ﹤0.01%
+169
618
$25K ﹤0.01%
+40
619
$25K ﹤0.01%
+2,474
620
$24K ﹤0.01%
+449
621
$24K ﹤0.01%
+175
622
$24K ﹤0.01%
+816
623
$24K ﹤0.01%
+6,969
624
$24K ﹤0.01%
+188
625
$24K ﹤0.01%
+74
23 24
25
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