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
951
$5K ﹤0.01%
+300
952
$5K ﹤0.01%
+40
953
$5K ﹤0.01%
+421
954
$5K ﹤0.01%
+125
955
$5K ﹤0.01%
+24
956
$5K ﹤0.01%
+14
957
$5K ﹤0.01%
+73
958
$5K ﹤0.01%
+34
959
$5K ﹤0.01%
+300
960
$5K ﹤0.01%
+51
961
$5K ﹤0.01%
+40
962
$5K ﹤0.01%
+152
963
$5K ﹤0.01%
568
-246
964
$5K ﹤0.01%
+508
965
$5K ﹤0.01%
+101
966
$5K ﹤0.01%
+1,000
967
$5K ﹤0.01%
+50
968
$5K ﹤0.01%
+62
969
$5K ﹤0.01%
+100
970
$5K ﹤0.01%
+104
971
$5K ﹤0.01%
+425
972
$5K ﹤0.01%
+9
973
$5K ﹤0.01%
+100
974
$5K ﹤0.01%
+127
975
$5K ﹤0.01%
+53
37 38
39
40 41