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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
1176
$0 ﹤0.01%
+8
1177
$0 ﹤0.01%
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1178
$0 ﹤0.01%
+1
1179
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0
1180
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-8,224
1181
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-16,375
1182
– –
-11,494
1183
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-31,109
1184
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1185
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1186
$0 ﹤0.01%
+50
1187
$0 ﹤0.01%
+15
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-10,673
1189
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1190
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1191
$0 ﹤0.01%
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1192
$0 ﹤0.01%
+6
1193
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-95,860
1194
– –
0
1195
– –
-4,000
1196
$0 ﹤0.01%
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1198
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1199
$0 ﹤0.01%
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1200
$0 ﹤0.01%
+6
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