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
901
$7K ﹤0.01%
+380
902
$7K ﹤0.01%
+100
903
$7K ﹤0.01%
+1,001
904
$7K ﹤0.01%
+638
905
$7K ﹤0.01%
+51
906
$7K ﹤0.01%
+120
907
$7K ﹤0.01%
+113
908
$7K ﹤0.01%
+153
909
$7K ﹤0.01%
+100
910
$6K ﹤0.01%
+163
911
$6K ﹤0.01%
+12
912
$6K ﹤0.01%
+85
913
$6K ﹤0.01%
+35
914
$6K ﹤0.01%
+307
915
$6K ﹤0.01%
+10
916
$6K ﹤0.01%
+84
917
$6K ﹤0.01%
+530
918
$6K ﹤0.01%
+50
919
$6K ﹤0.01%
+477
920
$6K ﹤0.01%
+400
921
$6K ﹤0.01%
50
-5,179
922
$6K ﹤0.01%
+215
923
$6K ﹤0.01%
+119
924
$6K ﹤0.01%
+100
925
$6K ﹤0.01%
+19
35 36
37
38 39