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
1151
$0 ﹤0.01%
+18
1152
– –
-5,140
1153
$0 ﹤0.01%
+5
1154
$0 ﹤0.01%
+4
1155
– –
-12,898
1156
$0 ﹤0.01%
+5
1157
$0 ﹤0.01%
+2
1158
– –
-9,793
1159
– –
-5,730
1160
$0 ﹤0.01%
+32
1161
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0
1162
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+6
1163
$0 ﹤0.01%
+2
1164
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+50
1165
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+2
1166
– –
-2,347
1167
$0 ﹤0.01%
+74
1168
$0 ﹤0.01%
+6
1169
– –
-8,063
1170
$0 ﹤0.01%
+109
1171
$0 ﹤0.01%
+3
1172
– –
-6,000
1173
– –
0
1174
– –
-1,343
1175
$0 ﹤0.01%
+8
45 46
47
48 49