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

Top Sells

1
+$9.52M
2
+$8.71M
3
+$6.17M
4
IYT icon
iShares US Transportation ETF
IYT
+$5.68M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$5.42M

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
51
$3.36M 0.6%
+1,228
52
$3.13M 0.56%
63,686
+9,399
53
$3.04M 0.55%
+32,987
54
$3M 0.54%
34,816
-2,189
55
$3M 0.54%
22,076
-26,269
56
$2.94M 0.53%
+1,075
57
$2.88M 0.52%
52,254
-12,084
58
$2.82M 0.51%
10,959
+2,988
59
$2.73M 0.49%
43,554
+3,797
60
$2.72M 0.49%
+12,171
61
$2.7M 0.49%
20,333
+538
62
$2.5M 0.45%
+95,448
63
$2.46M 0.44%
18,691
+1,429
64
$2.25M 0.41%
19,810
-83,648
65
$2.24M 0.4%
43,002
-7,296
66
$2.09M 0.38%
60,120
-4,072
67
$2.07M 0.37%
5,227
+1,340
68
$2.07M 0.37%
32,115
-59,008
69
$1.99M 0.36%
38,135
-12,910
70
$1.98M 0.36%
19,240
+1,820
71
$1.95M 0.35%
8,200
-884
72
$1.85M 0.33%
19,175
+142
73
$1.83M 0.33%
31,394
-7,147
74
$1.77M 0.32%
34,597
-28,649
75
$1.73M 0.31%
8,358
+3,455
1 2
3
4 5