WP

WealthShield Partners Portfolio holdings

AUM $882M
1-Year Est. Return 16.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.21%
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
State Street 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
1076
$2K ﹤0.01%
+73
1077
$2K ﹤0.01%
+27
1078
$2K ﹤0.01%
+93
1079
$2K ﹤0.01%
+30
1080
$2K ﹤0.01%
+150
1081
$2K ﹤0.01%
+19
1082
$2K ﹤0.01%
+100
1083
$2K ﹤0.01%
+24
1084
$2K ﹤0.01%
+400
1085
$2K ﹤0.01%
+50
1086
$2K ﹤0.01%
+250
1087
$2K ﹤0.01%
+13
1088
$2K ﹤0.01%
+105
1089
$1K ﹤0.01%
+79
1090
$1K ﹤0.01%
+8
1091
$1K ﹤0.01%
+21
1092
$1K ﹤0.01%
+16
1093
$1K ﹤0.01%
+25
1094
$1K ﹤0.01%
+15
1095
$1K ﹤0.01%
+6
1096
$1K ﹤0.01%
+2
1097
$1K ﹤0.01%
+13
1098
$1K ﹤0.01%
+52
1099
$1K ﹤0.01%
+10
1100
$1K ﹤0.01%
+296
42 43
44
45 46