WP

WealthShield Partners Portfolio holdings

AUM $882M
1-Year Est. Return 16.21%
This Quarter Est. Return
1 Year Est. Return
+16.21%
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
State Street 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
726
$15K ﹤0.01%
+200
727
$15K ﹤0.01%
+592
728
$15K ﹤0.01%
+345
729
$15K ﹤0.01%
+4,500
730
$14K ﹤0.01%
+154
731
$14K ﹤0.01%
+35
732
$14K ﹤0.01%
+61
733
$14K ﹤0.01%
+314
734
$14K ﹤0.01%
310
-100
735
$14K ﹤0.01%
+225
736
$14K ﹤0.01%
+300
737
$14K ﹤0.01%
+574
738
$14K ﹤0.01%
+33
739
$14K ﹤0.01%
+540
740
$14K ﹤0.01%
+320
741
$14K ﹤0.01%
+440
742
$14K ﹤0.01%
125
-16,132
743
$14K ﹤0.01%
+468
744
$14K ﹤0.01%
+291
745
$14K ﹤0.01%
+336
746
$14K ﹤0.01%
+105
747
$14K ﹤0.01%
+390
748
$14K ﹤0.01%
+317
749
$14K ﹤0.01%
+1,020
750
$13K ﹤0.01%
+400
28 29
30
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