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

Top Sells

1
+$9.52M
2
+$8.71M
3
+$6.17M
4
IYT icon
iShares US Transportation ETF
IYT
+$5.68M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$5.42M

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
1051
$2K ﹤0.01%
+14
1052
$2K ﹤0.01%
+23
1053
$2K ﹤0.01%
+119
1054
$2K ﹤0.01%
+46
1055
$2K ﹤0.01%
+311
1056
$2K ﹤0.01%
+131
1057
$2K ﹤0.01%
+105
1058
$2K ﹤0.01%
+93
1059
$2K ﹤0.01%
+33
1060
$2K ﹤0.01%
+25
1061
$2K ﹤0.01%
+200
1062
$2K ﹤0.01%
+13
1063
$2K ﹤0.01%
+27
1064
$2K ﹤0.01%
+93
1065
$2K ﹤0.01%
+30
1066
$2K ﹤0.01%
+150
1067
$2K ﹤0.01%
+30
1068
$2K ﹤0.01%
+19
1069
$2K ﹤0.01%
+100
1070
$2K ﹤0.01%
+24
1071
$2K ﹤0.01%
+400
1072
$2K ﹤0.01%
+50
1073
$2K ﹤0.01%
+12
1074
$2K ﹤0.01%
+118
1075
$2K ﹤0.01%
+17
41 42
43
44 45