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

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%
+350
777
$11K ﹤0.01%
+129
778
$11K ﹤0.01%
+179
779
$11K ﹤0.01%
+183
780
$11K ﹤0.01%
+750
781
$11K ﹤0.01%
+85
782
$11K ﹤0.01%
+112
783
$11K ﹤0.01%
+45
784
$11K ﹤0.01%
+240
785
$11K ﹤0.01%
+113
786
$11K ﹤0.01%
+115
787
$11K ﹤0.01%
+164
788
$11K ﹤0.01%
+542
789
$11K ﹤0.01%
+253
790
$11K ﹤0.01%
+3,506
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