WP

WealthShield Partners Portfolio holdings

AUM $827M
1-Year Est. Return 15.07%
This Quarter Est. Return
1 Year Est. Return
+15.07%
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
SPDR S&P Regional Banking ETF
KRE
+$7.53M
5
VBND icon
Vident US Bond Strategy ETF
VBND
+$5.65M

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%
+51
952
$5K ﹤0.01%
+40
953
$5K ﹤0.01%
+152
954
$5K ﹤0.01%
568
-246
955
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+508
956
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+53
957
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+101
958
$5K ﹤0.01%
+1,000
959
$5K ﹤0.01%
+50
960
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+100
961
$5K ﹤0.01%
+62
962
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+104
963
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+127
964
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+25
965
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+1,401
966
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+250
967
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+668
968
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24
-1,350
969
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+9
970
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+100
971
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+127
972
$5K ﹤0.01%
+134
973
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+425
974
$5K ﹤0.01%
+1,000
975
$5K ﹤0.01%
+208