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
176
$396K 0.07%
7,501
-282
177
$390K 0.07%
2,049
-167
178
$384K 0.07%
+5,644
179
$382K 0.07%
+1,695
180
$378K 0.07%
+14,378
181
$365K 0.07%
4,633
-1,352
182
$363K 0.07%
11,654
+4,654
183
$360K 0.06%
4,316
-300
184
$359K 0.06%
16,597
+6,687
185
$353K 0.06%
1,420
+2
186
$349K 0.06%
16,023
+6,614
187
$349K 0.06%
2,052
-282
188
$345K 0.06%
+15,731
189
$342K 0.06%
3,793
-1,100
190
$338K 0.06%
2,821
-375
191
$338K 0.06%
+15,697
192
$333K 0.06%
13,893
+2,420
193
$331K 0.06%
32,108
-2,100
194
$327K 0.06%
1,906
+560
195
$326K 0.06%
+3,311
196
$323K 0.06%
+4,423
197
$323K 0.06%
31,069
+7,463
198
$321K 0.06%
15,309
-1,178
199
$321K 0.06%
3,174
-8,211
200
$318K 0.06%
+3,965
6 7
8
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