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
151
$527K 0.09%
1,811
-359
152
$526K 0.09%
3,804
+773
153
$525K 0.09%
2,790
+709
154
$521K 0.09%
6,930
+833
155
$515K 0.09%
4,107
-8,624
156
$514K 0.09%
9,758
-19,909
157
$506K 0.09%
6,191
158
$503K 0.09%
3,795
-366
159
$498K 0.09%
5,642
-3,708
160
$493K 0.09%
4,557
-1,866
161
$493K 0.09%
2,416
+350
162
$490K 0.09%
2,067
+452
163
$486K 0.09%
16,906
-6,353
164
$462K 0.08%
3,477
-184
165
$452K 0.08%
11,110
+1,355
166
$446K 0.08%
7,073
167
$436K 0.08%
6,818
-3,910
168
$436K 0.08%
8,535
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169
$434K 0.08%
2,790
-421
170
$429K 0.08%
8,657
-4,786
171
$420K 0.08%
1,189
-347
172
$406K 0.07%
+3,019
173
$404K 0.07%
3,425
-5,895
174
$401K 0.07%
1,494
175
$398K 0.07%
5,679
-7,786
5 6
7
8 9