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
1126
$1K ﹤0.01%
+10
1127
$1K ﹤0.01%
+135
1128
$1K ﹤0.01%
+113
1129
$1K ﹤0.01%
+19
1130
$1K ﹤0.01%
+17
1131
$1K ﹤0.01%
+13
1132
$1K ﹤0.01%
+12
1133
$1K ﹤0.01%
+35
1134
– –
-2,547
1135
$0 ﹤0.01%
+4
1136
– –
-4,228
1137
– –
0
1138
$0 ﹤0.01%
+18
1139
– –
-2,691
1140
– –
-8,519
1141
$0 ﹤0.01%
+18
1142
– –
-5,140
1143
$0 ﹤0.01%
+5
1144
$0 ﹤0.01%
+4
1145
– –
-12,898
1146
$0 ﹤0.01%
+4
1147
$0 ﹤0.01%
+7
1148
$0 ﹤0.01%
+2
1149
– –
-9,793
1150
– –
-5,730
44 45
46
47 48