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
701
$16K ﹤0.01%
+548
702
$16K ﹤0.01%
+44
703
$16K ﹤0.01%
+1,248
704
$16K ﹤0.01%
+343
705
$16K ﹤0.01%
+124
706
$16K ﹤0.01%
+132
707
$16K ﹤0.01%
+672
708
$16K ﹤0.01%
+756
709
$16K ﹤0.01%
+285
710
$16K ﹤0.01%
+103
711
$16K ﹤0.01%
+1,552
712
$16K ﹤0.01%
+1,000
713
$16K ﹤0.01%
+860
714
$16K ﹤0.01%
+265
715
$15K ﹤0.01%
28
-1,105
716
$15K ﹤0.01%
+163
717
$15K ﹤0.01%
+300
718
$15K ﹤0.01%
+302
719
$15K ﹤0.01%
+224
720
$15K ﹤0.01%
+800
721
$15K ﹤0.01%
+33
722
$15K ﹤0.01%
+250
723
$15K ﹤0.01%
+347
724
$15K ﹤0.01%
+300
725
$15K ﹤0.01%
+553
27 28
29
30 31