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