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

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
76
$1.72M 0.31%
+20,141
77
$1.69M 0.3%
75,810
78
$1.62M 0.29%
10,645
-8,609
79
$1.53M 0.28%
11,358
+49
80
$1.48M 0.27%
8,002
+1,442
81
$1.46M 0.26%
+5,182
82
$1.4M 0.25%
4,601
+1,008
83
$1.4M 0.25%
+39,231
84
$1.33M 0.24%
+58,223
85
$1.28M 0.23%
5,802
-1,912
86
$1.24M 0.22%
5,755
87
$1.14M 0.21%
35,493
-15,900
88
$1.13M 0.2%
28,383
-11,043
89
$1.13M 0.2%
+15,065
90
$1.13M 0.2%
11,787
-48
91
$1.11M 0.2%
5,268
-1,331
92
$1.1M 0.2%
16,853
+2,376
93
$1.1M 0.2%
2,945
+217
94
$1.09M 0.2%
14,338
+1,937
95
$1.07M 0.19%
19,572
-12,862
96
$1.06M 0.19%
20,508
+1,726
97
$1.06M 0.19%
8,695
-6,083
98
$1.04M 0.19%
5,640
-1,170
99
$980K 0.18%
3,945
+144
100
$971K 0.17%
4,583
+637
2 3
4
5 6