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
751
$13K ﹤0.01%
+211
752
$13K ﹤0.01%
+124
753
$13K ﹤0.01%
+37
754
$13K ﹤0.01%
+210
755
$13K ﹤0.01%
+733
756
$13K ﹤0.01%
+3,000
757
$13K ﹤0.01%
+1,188
758
$13K ﹤0.01%
+157
759
$13K ﹤0.01%
+228
760
$13K ﹤0.01%
+87
761
$13K ﹤0.01%
+132
762
$13K ﹤0.01%
+87
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
$12K ﹤0.01%
+4
773
$12K ﹤0.01%
+71
774
$11K ﹤0.01%
+179
775
$11K ﹤0.01%
+183
29 30
31
32 33