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
776
$11K ﹤0.01%
+179
777
$11K ﹤0.01%
+183
778
$11K ﹤0.01%
+750
779
$11K ﹤0.01%
+45
780
$11K ﹤0.01%
+240
781
$11K ﹤0.01%
+113
782
$11K ﹤0.01%
+115
783
$11K ﹤0.01%
+164
784
$11K ﹤0.01%
+542
785
$11K ﹤0.01%
+253
786
$11K ﹤0.01%
+3,506
787
$11K ﹤0.01%
+1,283
788
$11K ﹤0.01%
+120
789
$11K ﹤0.01%
+85
790
$11K ﹤0.01%
+112
791
$10K ﹤0.01%
+700
792
$10K ﹤0.01%
+123
793
$10K ﹤0.01%
+75
794
$10K ﹤0.01%
+1,000
795
$10K ﹤0.01%
+58
796
$10K ﹤0.01%
+192
797
$10K ﹤0.01%
+500
798
$10K ﹤0.01%
+200
799
$10K ﹤0.01%
+204
800
$10K ﹤0.01%
+100
30 31
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