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
126
$657K 0.12%
3,401
+770
127
$643K 0.12%
5,445
-398
128
$640K 0.12%
6,104
-2,466
129
$639K 0.11%
8,685
+1,625
130
$636K 0.11%
16,480
-1,325
131
$634K 0.11%
36,818
+2,097
132
$629K 0.11%
16,256
-18,474
133
$628K 0.11%
5,822
-1,313
134
$623K 0.11%
2,686
-512
135
$605K 0.11%
11,822
-1,332
136
$605K 0.11%
6,221
+412
137
$604K 0.11%
45,280
-4,000
138
$585K 0.11%
5,090
+989
139
$584K 0.11%
4,593
-70
140
$572K 0.1%
3,600
+1,461
141
$571K 0.1%
3,612
+1,693
142
$568K 0.1%
836
+279
143
$568K 0.1%
35,472
-9,744
144
$565K 0.1%
5,060
+1,048
145
$557K 0.1%
6,385
-5,812
146
$555K 0.1%
1,971
+2
147
$553K 0.1%
1,877
-942
148
$544K 0.1%
14,318
+408
149
$540K 0.1%
5,577
+1,193
150
$532K 0.1%
+15,632
4 5
6
7 8