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
651
$21K ﹤0.01%
+243
652
$21K ﹤0.01%
+472
653
$21K ﹤0.01%
458
-118,134
654
$21K ﹤0.01%
+812
655
$21K ﹤0.01%
253
-4,889
656
$20K ﹤0.01%
+79
657
$20K ﹤0.01%
+100
658
$20K ﹤0.01%
+153
659
$20K ﹤0.01%
+320
660
$20K ﹤0.01%
+300
661
$20K ﹤0.01%
+2,683
662
$20K ﹤0.01%
+422
663
$20K ﹤0.01%
+74
664
$20K ﹤0.01%
+180
665
$20K ﹤0.01%
+427
666
$19K ﹤0.01%
+475
667
$19K ﹤0.01%
+227
668
$19K ﹤0.01%
+200
669
$19K ﹤0.01%
+304
670
$19K ﹤0.01%
+560
671
$19K ﹤0.01%
+914
672
$19K ﹤0.01%
+189
673
$19K ﹤0.01%
+1,000
674
$19K ﹤0.01%
+100
675
$19K ﹤0.01%
+456