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
676
$19K ﹤0.01%
+1,263
677
$19K ﹤0.01%
+335
678
$19K ﹤0.01%
+144
679
$19K ﹤0.01%
+347
680
$19K ﹤0.01%
+700
681
$18K ﹤0.01%
+293
682
$18K ﹤0.01%
+454
683
$18K ﹤0.01%
+636
684
$18K ﹤0.01%
+521
685
$18K ﹤0.01%
+1,111
686
$18K ﹤0.01%
+2,500
687
$18K ﹤0.01%
+1,004
688
$18K ﹤0.01%
+443
689
$18K ﹤0.01%
+353
690
$17K ﹤0.01%
+175
691
$17K ﹤0.01%
+1,263
692
$17K ﹤0.01%
+418
693
$17K ﹤0.01%
45
-1,420
694
$17K ﹤0.01%
+83
695
$17K ﹤0.01%
435
-10,000
696
$17K ﹤0.01%
+276
697
$17K ﹤0.01%
179
-2,177
698
$17K ﹤0.01%
+1,226
699
$16K ﹤0.01%
+69
700
$16K ﹤0.01%
+500
26 27
28
29 30