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
$504M
AUM Growth
-$396K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$8.26M
3
+$4.97M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$2.91M
5
VTV icon
Vanguard Value ETF
VTV
+$2.54M

Top Sells

1
+$7.82M
2
+$6.27M
3
+$3.66M
4
GLD icon
SPDR Gold Trust
GLD
+$3.66M
5
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$2.25M

Sector Composition

1 Technology 4.91%
2 Healthcare 2.98%
3 Financials 2.63%
4 Consumer Discretionary 1.83%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$277K 0.05%
1,691
+19
252
$276K 0.05%
5,978
-160
253
$273K 0.05%
6,845
-685
254
$272K 0.05%
11,622
-552
255
$268K 0.05%
6,145
-170
256
$268K 0.05%
1,426
+104
257
$267K 0.05%
6,068
+353
258
$261K 0.05%
14,171
+1,191
259
$260K 0.05%
2,501
-6,799
260
$259K 0.05%
2,744
-163
261
$254K 0.05%
1,150
262
$251K 0.05%
+4,070
263
$251K 0.05%
2,399
-15
264
$249K 0.05%
6,029
-107
265
$247K 0.05%
3,906
266
$247K 0.05%
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-400
267
$247K 0.05%
3,015
-1,791
268
$246K 0.05%
9,634
+6
269
$242K 0.05%
7,743
270
$242K 0.05%
5,730
271
$241K 0.05%
14,409
+677
272
$240K 0.05%
8,300
273
$238K 0.05%
9,188
+1,396
274
$237K 0.05%
1,384
+19
275
$229K 0.05%
5,502
+173
9 10
11
12 13