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
1001
$4K ﹤0.01%
+118
1002
$4K ﹤0.01%
+163
1003
$4K ﹤0.01%
+2,632
1004
$4K ﹤0.01%
+52
1005
$4K ﹤0.01%
+100
1006
$4K ﹤0.01%
+92
1007
$4K ﹤0.01%
+32
1008
$4K ﹤0.01%
+249
1009
$4K ﹤0.01%
+114
1010
$4K ﹤0.01%
+397
1011
$4K ﹤0.01%
+36
1012
$4K ﹤0.01%
+212
1013
$4K ﹤0.01%
+189
1014
$4K ﹤0.01%
+52
1015
$4K ﹤0.01%
15
-1,259
1016
$3K ﹤0.01%
+100
1017
$3K ﹤0.01%
+350
1018
$3K ﹤0.01%
+50
1019
$3K ﹤0.01%
+99
1020
$3K ﹤0.01%
+55
1021
$3K ﹤0.01%
+162
1022
$3K ﹤0.01%
+170
1023
$3K ﹤0.01%
+44
1024
$3K ﹤0.01%
+162
1025
$3K ﹤0.01%
+64