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
626
$24K ﹤0.01%
+74
627
$24K ﹤0.01%
+438
628
$24K ﹤0.01%
+50
629
$24K ﹤0.01%
+131
630
$24K ﹤0.01%
+96
631
$23K ﹤0.01%
+28
632
$23K ﹤0.01%
+4,494
633
$23K ﹤0.01%
+81
634
$23K ﹤0.01%
+6,749
635
$23K ﹤0.01%
+125
636
$23K ﹤0.01%
+1,600
637
$23K ﹤0.01%
+172
638
$23K ﹤0.01%
+952
639
$22K ﹤0.01%
+219
640
$22K ﹤0.01%
+632
641
$22K ﹤0.01%
+100
642
$22K ﹤0.01%
+225
643
$22K ﹤0.01%
+650
644
$22K ﹤0.01%
+200
645
$22K ﹤0.01%
+412
646
$22K ﹤0.01%
+607
647
$22K ﹤0.01%
+1,960
648
$22K ﹤0.01%
+2,000
649
$22K ﹤0.01%
+2,648
650
$21K ﹤0.01%
+910