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
951
$5K ﹤0.01%
+51
952
$5K ﹤0.01%
+40
953
$5K ﹤0.01%
+152
954
$5K ﹤0.01%
568
-246
955
$5K ﹤0.01%
+101
956
$5K ﹤0.01%
+1,000
957
$5K ﹤0.01%
+50
958
$5K ﹤0.01%
+62
959
$5K ﹤0.01%
+127
960
$5K ﹤0.01%
+134
961
$5K ﹤0.01%
+208
962
$5K ﹤0.01%
+25
963
$5K ﹤0.01%
+250
964
$5K ﹤0.01%
+668
965
$5K ﹤0.01%
24
-1,350
966
$5K ﹤0.01%
+9
967
$5K ﹤0.01%
+100
968
$5K ﹤0.01%
+127
969
$5K ﹤0.01%
+425
970
$5K ﹤0.01%
+1,000
971
$5K ﹤0.01%
+508
972
$5K ﹤0.01%
+53
973
$5K ﹤0.01%
+100
974
$5K ﹤0.01%
15
-2,480
975
$5K ﹤0.01%
+125
37 38
39
40 41