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
1001
$4K ﹤0.01%
+2,632
1002
$4K ﹤0.01%
+52
1003
$4K ﹤0.01%
+114
1004
$4K ﹤0.01%
+36
1005
$4K ﹤0.01%
+212
1006
$4K ﹤0.01%
+53
1007
$4K ﹤0.01%
+30
1008
$4K ﹤0.01%
+30
1009
$4K ﹤0.01%
+34
1010
$4K ﹤0.01%
+41
1011
$4K ﹤0.01%
+85
1012
$4K ﹤0.01%
+52
1013
$4K ﹤0.01%
+36
1014
$4K ﹤0.01%
15
-1,259
1015
$4K ﹤0.01%
+260
1016
$3K ﹤0.01%
+83
1017
$3K ﹤0.01%
+100
1018
$3K ﹤0.01%
+350
1019
$3K ﹤0.01%
+50
1020
$3K ﹤0.01%
+99
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
39 40
41
42 43