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
826
$9K ﹤0.01%
+300
827
$9K ﹤0.01%
+39
828
$9K ﹤0.01%
+93
829
$9K ﹤0.01%
+30
830
$9K ﹤0.01%
+218
831
$9K ﹤0.01%
+125
832
$9K ﹤0.01%
+192
833
$9K ﹤0.01%
+437
834
$9K ﹤0.01%
+71
835
$9K ﹤0.01%
+282
836
$9K ﹤0.01%
+257
837
$9K ﹤0.01%
+180
838
$9K ﹤0.01%
+280
839
$9K ﹤0.01%
+205
840
$9K ﹤0.01%
+1,500
841
$9K ﹤0.01%
+350
842
$9K ﹤0.01%
+300
843
$9K ﹤0.01%
+11
844
$9K ﹤0.01%
+500
845
$8K ﹤0.01%
+1,000
846
$8K ﹤0.01%
6
-210
847
$8K ﹤0.01%
+52
848
$8K ﹤0.01%
+400
849
$8K ﹤0.01%
+64
850
$8K ﹤0.01%
+419