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
851
$8K ﹤0.01%
+76
852
$8K ﹤0.01%
+203
853
$8K ﹤0.01%
+190
854
$8K ﹤0.01%
+100
855
$8K ﹤0.01%
+117
856
$8K ﹤0.01%
+136
857
$8K ﹤0.01%
+43
858
$8K ﹤0.01%
+400
859
$8K ﹤0.01%
+135
860
$8K ﹤0.01%
+1,833
861
$8K ﹤0.01%
+94
862
$8K ﹤0.01%
+56
863
$8K ﹤0.01%
+38
864
$8K ﹤0.01%
+160
865
$8K ﹤0.01%
+566
866
$8K ﹤0.01%
+200
867
$8K ﹤0.01%
+409
868
$8K ﹤0.01%
+27
869
$8K ﹤0.01%
+170
870
$8K ﹤0.01%
+140
871
$8K ﹤0.01%
+75
872
$8K ﹤0.01%
+100
873
$8K ﹤0.01%
+500
874
$8K ﹤0.01%
+113
875
$7K ﹤0.01%
+3,000