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
926
$6K ﹤0.01%
20
-5,842
927
$6K ﹤0.01%
+192
928
$6K ﹤0.01%
+570
929
$6K ﹤0.01%
+488
930
$6K ﹤0.01%
+30
931
$6K ﹤0.01%
+200
932
$6K ﹤0.01%
+400
933
$6K ﹤0.01%
+112
934
$6K ﹤0.01%
+10
935
$6K ﹤0.01%
+84
936
$6K ﹤0.01%
+530
937
$6K ﹤0.01%
+50
938
$6K ﹤0.01%
+477
939
$6K ﹤0.01%
50
-5,179
940
$6K ﹤0.01%
+215
941
$6K ﹤0.01%
+127
942
$5K ﹤0.01%
+127
943
$5K ﹤0.01%
+25
944
$5K ﹤0.01%
+1,401
945
$5K ﹤0.01%
+250
946
$5K ﹤0.01%
+668
947
$5K ﹤0.01%
24
-1,350
948
$5K ﹤0.01%
+134
949
$5K ﹤0.01%
+1,000
950
$5K ﹤0.01%
+208
36 37
38
39 40