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
876
$7K ﹤0.01%
+103
877
$7K ﹤0.01%
+871
878
$7K ﹤0.01%
+638
879
$7K ﹤0.01%
+51
880
$7K ﹤0.01%
+58
881
$7K ﹤0.01%
+163
882
$7K ﹤0.01%
+75
883
$7K ﹤0.01%
+166
884
$7K ﹤0.01%
+250
885
$7K ﹤0.01%
+120
886
$7K ﹤0.01%
+113
887
$7K ﹤0.01%
+153
888
$7K ﹤0.01%
+101
889
$7K ﹤0.01%
+300
890
$7K ﹤0.01%
+112
891
$7K ﹤0.01%
+260
892
$7K ﹤0.01%
+2,500
893
$7K ﹤0.01%
+27
894
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+50
895
$7K ﹤0.01%
+324
896
$7K ﹤0.01%
+44
897
$7K ﹤0.01%
+144
898
$7K ﹤0.01%
+380
899
$7K ﹤0.01%
+100
900
$7K ﹤0.01%
+27