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
851
$8K ﹤0.01%
+140
852
$8K ﹤0.01%
+75
853
$8K ﹤0.01%
+100
854
$8K ﹤0.01%
+419
855
$8K ﹤0.01%
+76
856
$8K ﹤0.01%
+203
857
$8K ﹤0.01%
+190
858
$8K ﹤0.01%
+100
859
$8K ﹤0.01%
+43
860
$8K ﹤0.01%
+135
861
$8K ﹤0.01%
+1,833
862
$8K ﹤0.01%
+94
863
$8K ﹤0.01%
+56
864
$8K ﹤0.01%
+566
865
$8K ﹤0.01%
+200
866
$8K ﹤0.01%
+409
867
$8K ﹤0.01%
+500
868
$8K ﹤0.01%
+113
869
$8K ﹤0.01%
+1,000
870
$8K ﹤0.01%
+117
871
$8K ﹤0.01%
+136
872
$8K ﹤0.01%
+400
873
$8K ﹤0.01%
+38
874
$8K ﹤0.01%
+160
875
$7K ﹤0.01%
+30
33 34
35
36 37