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
851
$8K ﹤0.01%
+75
852
$8K ﹤0.01%
+100
853
$8K ﹤0.01%
+419
854
$8K ﹤0.01%
+76
855
$8K ﹤0.01%
+203
856
$8K ﹤0.01%
+190
857
$8K ﹤0.01%
+100
858
$8K ﹤0.01%
+135
859
$8K ﹤0.01%
+1,833
860
$8K ﹤0.01%
+94
861
$8K ﹤0.01%
+56
862
$8K ﹤0.01%
+566
863
$8K ﹤0.01%
+200
864
$8K ﹤0.01%
+409
865
$8K ﹤0.01%
+500
866
$8K ﹤0.01%
+113
867
$8K ﹤0.01%
+1,000
868
$8K ﹤0.01%
6
-210
869
$8K ﹤0.01%
+117
870
$8K ﹤0.01%
+136
871
$8K ﹤0.01%
+43
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