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
201
$315K 0.06%
+1,056
202
$307K 0.06%
8,483
-1,297
203
$307K 0.06%
+1,733
204
$306K 0.06%
2,162
-8,510
205
$306K 0.06%
3,318
+31
206
$302K 0.05%
13,217
-11,564
207
$301K 0.05%
911
208
$300K 0.05%
1,877
-5,307
209
$298K 0.05%
+10,577
210
$291K 0.05%
5,676
+2,137
211
$286K 0.05%
4,592
-149
212
$286K 0.05%
8,380
-3,137
213
$277K 0.05%
2,415
-87
214
$273K 0.05%
12,017
+1,271
215
$272K 0.05%
+4,372
216
$272K 0.05%
2,007
-8,644
217
$270K 0.05%
1,218
-546
218
$269K 0.05%
+1,963
219
$268K 0.05%
5,060
+2
220
$268K 0.05%
+1,211
221
$268K 0.05%
3,550
-1,836
222
$267K 0.05%
24,172
+6,478
223
$265K 0.05%
6,900
-7,189
224
$255K 0.05%
4,980
-4,361
225
$253K 0.05%
+4,441
7 8
9
10 11