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
101
$966K 0.17%
+91,851
102
$963K 0.17%
3,962
-76
103
$947K 0.17%
20,922
+1,365
104
$897K 0.16%
+6,465
105
$881K 0.16%
+67,492
106
$877K 0.16%
5,298
+940
107
$874K 0.16%
18,860
+560
108
$871K 0.16%
9,812
-1,006
109
$861K 0.15%
14,812
-587
110
$845K 0.15%
11,572
-2,967
111
$839K 0.15%
15,022
-1,097
112
$830K 0.15%
+27,966
113
$815K 0.15%
4,959
-7,111
114
$788K 0.14%
28,970
-83,940
115
$782K 0.14%
5,773
-10,904
116
$782K 0.14%
25,444
-903
117
$767K 0.14%
11,138
+11
118
$745K 0.13%
37,130
+25,600
119
$721K 0.13%
3,582
+638
120
$705K 0.13%
2,768
-1,943
121
$698K 0.13%
10,903
+479
122
$691K 0.12%
6,680
-4,520
123
$680K 0.12%
3,034
-577
124
$680K 0.12%
10,273
+2,092
125
$663K 0.12%
4,626
+699
3 4
5
6 7