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
801
$10K ﹤0.01%
+228
802
$10K ﹤0.01%
+240
803
$10K ﹤0.01%
+520
804
$10K ﹤0.01%
+615
805
$10K ﹤0.01%
+200
806
$10K ﹤0.01%
+582
807
$10K ﹤0.01%
+1,000
808
$10K ﹤0.01%
+223
809
$10K ﹤0.01%
+220
810
$10K ﹤0.01%
+1,072
811
$10K ﹤0.01%
+400
812
$10K ﹤0.01%
+500
813
$10K ﹤0.01%
+85
814
$10K ﹤0.01%
+746
815
$10K ﹤0.01%
+111
816
$9K ﹤0.01%
+230
817
$9K ﹤0.01%
103
-22,131
818
$9K ﹤0.01%
+150
819
$9K ﹤0.01%
+207
820
$9K ﹤0.01%
+125
821
$9K ﹤0.01%
+39
822
$9K ﹤0.01%
+218
823
$9K ﹤0.01%
+125
824
$9K ﹤0.01%
+192
825
$9K ﹤0.01%
+1,000
31 32
33
34 35