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
1076
$2K ﹤0.01%
+150
1077
$2K ﹤0.01%
+30
1078
$2K ﹤0.01%
+19
1079
$2K ﹤0.01%
+100
1080
$2K ﹤0.01%
+24
1081
$2K ﹤0.01%
+400
1082
$2K ﹤0.01%
+12
1083
$2K ﹤0.01%
+118
1084
$2K ﹤0.01%
+17
1085
$2K ﹤0.01%
+5
1086
$2K ﹤0.01%
+73
1087
$2K ﹤0.01%
+50
1088
$2K ﹤0.01%
+105
1089
$1K ﹤0.01%
+31
1090
$1K ﹤0.01%
+8
1091
$1K ﹤0.01%
+113
1092
$1K ﹤0.01%
+19
1093
$1K ﹤0.01%
+17
1094
$1K ﹤0.01%
+13
1095
$1K ﹤0.01%
+12
1096
$1K ﹤0.01%
+35
1097
$1K ﹤0.01%
+14
1098
$1K ﹤0.01%
+50
1099
$1K ﹤0.01%
+79
1100
$1K ﹤0.01%
+8
42 43
44
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