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
251
$423K 0.07%
3,500
-266
252
$417K 0.07%
8,071
-9,659
253
$416K 0.07%
1,873
-1,123
254
$414K 0.07%
+4,886
255
$414K 0.07%
+39,368
256
$412K 0.07%
8,150
+191
257
$412K 0.07%
6,612
-461
258
$407K 0.07%
1,827
+78
259
$399K 0.06%
3,735
+1,276
260
$390K 0.06%
6,399
-787
261
$388K 0.06%
17,815
-1,630
262
$386K 0.06%
+4,635
263
$375K 0.06%
7,656
-3,060
264
$374K 0.06%
3,708
+601
265
$364K 0.06%
1,714
+686
266
$363K 0.06%
6,409
-24,541
267
$361K 0.06%
+8,020
268
$359K 0.06%
1,032
-250
269
$357K 0.06%
1,723
-196
270
$356K 0.06%
7,184
-325
271
$356K 0.06%
3,737
-53
272
$341K 0.05%
+12,382
273
$338K 0.05%
+1,620
274
$334K 0.05%
5,574
+41
275
$332K 0.05%
4,316
9 10
11
12 13