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
976
$5K ﹤0.01%
+100
977
$5K ﹤0.01%
15
-2,480
978
$5K ﹤0.01%
+125
979
$5K ﹤0.01%
+170
980
$4K ﹤0.01%
+39
981
$4K ﹤0.01%
+100
982
$4K ﹤0.01%
+92
983
$4K ﹤0.01%
+32
984
$4K ﹤0.01%
+249
985
$4K ﹤0.01%
+397
986
$4K ﹤0.01%
+20
987
$4K ﹤0.01%
+138
988
$4K ﹤0.01%
+14
989
$4K ﹤0.01%
+250
990
$4K ﹤0.01%
+25
991
$4K ﹤0.01%
+35
992
$4K ﹤0.01%
+170
993
$4K ﹤0.01%
+34
994
$4K ﹤0.01%
+33
995
$4K ﹤0.01%
+189
996
$4K ﹤0.01%
+158
997
$4K ﹤0.01%
+207
998
$4K ﹤0.01%
+154
999
$4K ﹤0.01%
+118
1000
$4K ﹤0.01%
+163
38 39
40
41 42