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
1051
$2K ﹤0.01%
+93
1052
$2K ﹤0.01%
+13
1053
$2K ﹤0.01%
+36
1054
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+36
1055
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+70
1056
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+14
1057
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+23
1058
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+27
1059
$2K ﹤0.01%
+250
1060
$2K ﹤0.01%
+13
1061
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+13
1062
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+17
1063
$2K ﹤0.01%
+250
1064
$2K ﹤0.01%
+81
1065
$2K ﹤0.01%
+46
1066
$2K ﹤0.01%
+119
1067
$2K ﹤0.01%
+46
1068
$2K ﹤0.01%
+311
1069
$2K ﹤0.01%
+131
1070
$2K ﹤0.01%
+93
1071
$2K ﹤0.01%
+33
1072
$2K ﹤0.01%
+25
1073
$2K ﹤0.01%
+200
1074
$2K ﹤0.01%
+13
1075
$2K ﹤0.01%
+30
41 42
43
44 45