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
626
$24K ﹤0.01%
+438
627
$24K ﹤0.01%
+50
628
$24K ﹤0.01%
+131
629
$24K ﹤0.01%
+96
630
$24K ﹤0.01%
+306
631
$23K ﹤0.01%
+125
632
$23K ﹤0.01%
+1,600
633
$23K ﹤0.01%
+172
634
$23K ﹤0.01%
+28
635
$23K ﹤0.01%
+4,494
636
$23K ﹤0.01%
+952
637
$23K ﹤0.01%
+81
638
$23K ﹤0.01%
+6,749
639
$22K ﹤0.01%
+2,000
640
$22K ﹤0.01%
+2,648
641
$22K ﹤0.01%
+219
642
$22K ﹤0.01%
+632
643
$22K ﹤0.01%
+100
644
$22K ﹤0.01%
+225
645
$22K ﹤0.01%
+650
646
$22K ﹤0.01%
+200
647
$22K ﹤0.01%
+412
648
$22K ﹤0.01%
+607
649
$22K ﹤0.01%
+1,960
650
$21K ﹤0.01%
+910
24 25
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