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
$624M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$18.7M
3
+$11.7M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$10.6M
5
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$8.36M

Top Sells

1
+$15.8M
2
+$9.72M
3
+$7.97M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$7.52M
5
VUG icon
Vanguard Growth ETF
VUG
+$7.19M

Sector Composition

1 Technology 6.57%
2 Financials 3.22%
3 Healthcare 2.87%
4 Consumer Discretionary 1.87%
5 Communication Services 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$523K 0.08%
+20,351
227
$513K 0.08%
+35,618
228
$511K 0.08%
+10,945
229
$511K 0.08%
+35,834
230
$510K 0.08%
15,823
+3,573
231
$509K 0.08%
+3,413
232
$500K 0.08%
+13,680
233
$495K 0.08%
6,942
-31,539
234
$494K 0.08%
+7,382
235
$490K 0.08%
10,344
-1,256
236
$484K 0.08%
13,734
-686
237
$483K 0.08%
4,084
-85
238
$476K 0.08%
+13,178
239
$475K 0.08%
+9,710
240
$471K 0.08%
1,317
-791
241
$462K 0.07%
18,273
-34,999
242
$459K 0.07%
9,481
-1,238
243
$454K 0.07%
3,313
-4,868
244
$454K 0.07%
+8,230
245
$449K 0.07%
+42,593
246
$449K 0.07%
8,963
-342
247
$448K 0.07%
+4,517
248
$440K 0.07%
1,721
-361
249
$423K 0.07%
11,167
+223
250
$423K 0.07%
+8,429
8 9
10
11 12