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
751
$13K ﹤0.01%
+132
752
$13K ﹤0.01%
+87
753
$13K ﹤0.01%
+400
754
$13K ﹤0.01%
+211
755
$13K ﹤0.01%
+124
756
$13K ﹤0.01%
+37
757
$13K ﹤0.01%
+210
758
$13K ﹤0.01%
+733
759
$13K ﹤0.01%
+3,000
760
$13K ﹤0.01%
+1,188
761
$13K ﹤0.01%
+157
762
$13K ﹤0.01%
+228
763
$12K ﹤0.01%
+800
764
$12K ﹤0.01%
+96
765
$12K ﹤0.01%
+169
766
$12K ﹤0.01%
+233
767
$12K ﹤0.01%
+239
768
$12K ﹤0.01%
+429
769
$12K ﹤0.01%
+100
770
$12K ﹤0.01%
+411
771
$12K ﹤0.01%
+288
772
– –
0
773
$12K ﹤0.01%
+71
774
$11K ﹤0.01%
+350
775
$11K ﹤0.01%
+129
29 30
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