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
926
$6K ﹤0.01%
+259
927
$6K ﹤0.01%
+522
928
$6K ﹤0.01%
20
-5,842
929
$6K ﹤0.01%
+192
930
$6K ﹤0.01%
+30
931
$6K ﹤0.01%
+127
932
$6K ﹤0.01%
+200
933
$6K ﹤0.01%
+400
934
$6K ﹤0.01%
+112
935
$6K ﹤0.01%
+46
936
$6K ﹤0.01%
+100
937
$6K ﹤0.01%
+76
938
$6K ﹤0.01%
+72
939
$6K ﹤0.01%
+36
940
$6K ﹤0.01%
+570
941
$6K ﹤0.01%
+488
942
$5K ﹤0.01%
+300
943
$5K ﹤0.01%
+40
944
$5K ﹤0.01%
+421
945
$5K ﹤0.01%
+125
946
$5K ﹤0.01%
+24
947
$5K ﹤0.01%
+14
948
$5K ﹤0.01%
+73
949
$5K ﹤0.01%
+34
950
$5K ﹤0.01%
+300
36 37
38
39 40