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
276
$331K 0.05%
34,058
-10,000
277
$320K 0.05%
1,670
-2,180
278
$315K 0.05%
+2,303
279
$313K 0.05%
+7,743
280
$312K 0.05%
18,215
281
$310K 0.05%
1,460
-37
282
$309K 0.05%
2,823
+742
283
$303K 0.05%
5,693
+236
284
$298K 0.05%
9,804
-1,371
285
$294K 0.05%
2,298
-193
286
$292K 0.05%
+12,264
287
$285K 0.05%
+6,505
288
$284K 0.05%
4,605
+1,451
289
$281K 0.05%
986
-549
290
$275K 0.04%
+9,575
291
$271K 0.04%
5,730
292
$270K 0.04%
3,192
-1,906
293
$268K 0.04%
+2,672
294
$267K 0.04%
1,320
-295
295
$266K 0.04%
+12,699
296
$264K 0.04%
1,218
-68
297
$262K 0.04%
3,081
-268
298
$259K 0.04%
+6,465
299
$255K 0.04%
1,072
+149
300
$249K 0.04%
+4,761
10 11
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