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WealthShield Partners Portfolio holdings

AUM $898M
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
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
1126
$1K ﹤0.01%
+103
1127
$1K ﹤0.01%
+9
1128
$1K ﹤0.01%
+15
1129
$1K ﹤0.01%
+30
1130
$1K ﹤0.01%
+296
1131
$1K ﹤0.01%
+42
1132
$1K ﹤0.01%
+10
1133
$1K ﹤0.01%
+7
1134
$0 ﹤0.01%
+4
1135
– –
-4,228
1136
– –
0
1137
$0 ﹤0.01%
+2
1138
– –
-2,691
1139
$0 ﹤0.01%
+4
1140
– –
0
1141
– –
-28,101
1142
$0 ﹤0.01%
+4
1143
– –
-5,018
1144
– –
-10,817
1145
– –
-37,278
1146
– –
-12,000
1147
– –
-33,500
1148
– –
-5,205
1149
– –
-8,519
1150
$0 ﹤0.01%
+18
44 45
46
47 48