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
901
$7K ﹤0.01%
+27
902
$7K ﹤0.01%
+50
903
$7K ﹤0.01%
+324
904
$7K ﹤0.01%
+44
905
$7K ﹤0.01%
+288
906
$7K ﹤0.01%
+27
907
$7K ﹤0.01%
+380
908
$7K ﹤0.01%
+100
909
$7K ﹤0.01%
+1,001
910
$6K ﹤0.01%
+400
911
$6K ﹤0.01%
+100
912
$6K ﹤0.01%
+46
913
$6K ﹤0.01%
+100
914
$6K ﹤0.01%
+163
915
$6K ﹤0.01%
+12
916
$6K ﹤0.01%
+119
917
$6K ﹤0.01%
+85
918
$6K ﹤0.01%
+35
919
$6K ﹤0.01%
+76
920
$6K ﹤0.01%
+72
921
$6K ﹤0.01%
+36
922
$6K ﹤0.01%
+307
923
$6K ﹤0.01%
+19
924
$6K ﹤0.01%
+259
925
$6K ﹤0.01%
+522
35 36
37
38 39