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
976
$5K ﹤0.01%
15
-2,480
977
$5K ﹤0.01%
+125
978
$5K ﹤0.01%
+170
979
$5K ﹤0.01%
+100
980
$4K ﹤0.01%
+39
981
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+20
982
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+36
983
$4K ﹤0.01%
+138
984
$4K ﹤0.01%
+14
985
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+250
986
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+25
987
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988
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+35
989
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+30
990
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+30
991
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+34
992
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+41
993
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+85
994
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+170
995
$4K ﹤0.01%
+34
996
$4K ﹤0.01%
+33
997
$4K ﹤0.01%
+260
998
$4K ﹤0.01%
+158
999
$4K ﹤0.01%
+207
1000
$4K ﹤0.01%
+77