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
1026
$3K ﹤0.01%
+41
1027
$3K ﹤0.01%
+44
1028
$3K ﹤0.01%
+3
1029
$3K ﹤0.01%
+36
1030
$3K ﹤0.01%
+125
1031
$3K ﹤0.01%
+311
1032
$3K ﹤0.01%
+45
1033
$3K ﹤0.01%
+220
1034
$3K ﹤0.01%
+64
1035
$3K ﹤0.01%
+40
1036
$3K ﹤0.01%
+74
1037
$3K ﹤0.01%
+65
1038
$3K ﹤0.01%
+37
1039
$3K ﹤0.01%
+26
1040
$3K ﹤0.01%
+35
1041
$3K ﹤0.01%
+37
1042
$3K ﹤0.01%
+330
1043
$3K ﹤0.01%
+281
1044
$3K ﹤0.01%
+55
1045
$3K ﹤0.01%
85
-4,101
1046
$3K ﹤0.01%
+110
1047
$2K ﹤0.01%
+165
1048
$2K ﹤0.01%
+200
1049
$2K ﹤0.01%
+219
1050
$2K ﹤0.01%
+27
40 41
42
43 44