WP

WealthShield Partners Portfolio holdings

AUM $882M
1-Year Est. Return 16.21%
This Fund
S&P 500
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
801
$10K ﹤0.01%
+58
802
$10K ﹤0.01%
+200
803
$10K ﹤0.01%
+220
804
$10K ﹤0.01%
+1,072
805
$10K ﹤0.01%
+400
806
$10K ﹤0.01%
+500
807
$10K ﹤0.01%
+240
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%
+520
816
$9K ﹤0.01%
+230
817
$9K ﹤0.01%
103
-22,131
818
$9K ﹤0.01%
+150
819
$9K ﹤0.01%
+218
820
$9K ﹤0.01%
+125
821
$9K ﹤0.01%
+437
822
$9K ﹤0.01%
+71
823
$9K ﹤0.01%
+180
824
$9K ﹤0.01%
+280
825
$9K ﹤0.01%
+205
31 32
33
34 35