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
801
$10K ﹤0.01%
+228
802
$10K ﹤0.01%
+220
803
$10K ﹤0.01%
+1,072
804
$10K ﹤0.01%
+400
805
$10K ﹤0.01%
+500
806
$10K ﹤0.01%
+240
807
$10K ﹤0.01%
+520
808
$10K ﹤0.01%
+85
809
$10K ﹤0.01%
+746
810
$10K ﹤0.01%
+111
811
$10K ﹤0.01%
+200
812
$10K ﹤0.01%
+582
813
$10K ﹤0.01%
+1,000
814
$10K ﹤0.01%
+223
815
$10K ﹤0.01%
+615
816
$9K ﹤0.01%
+1,000
817
$9K ﹤0.01%
+230
818
$9K ﹤0.01%
103
-22,131
819
$9K ﹤0.01%
+150
820
$9K ﹤0.01%
+207
821
$9K ﹤0.01%
+125
822
$9K ﹤0.01%
+42
823
$9K ﹤0.01%
+577
824
$9K ﹤0.01%
+415
825
$9K ﹤0.01%
+151