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
301
$248K 0.04%
+1,954
302
$247K 0.04%
428
-91
303
$235K 0.04%
5,349
-1,224
304
$227K 0.04%
11,917
-2,954
305
$225K 0.04%
+967
306
$221K 0.04%
+7,280
307
$216K 0.03%
2,982
-358
308
$214K 0.03%
4,319
-2,086
309
$214K 0.03%
3,728
-4,361
310
$214K 0.03%
+3,770
311
$214K 0.03%
+3,590
312
$213K 0.03%
+9,213
313
$208K 0.03%
2,081
-1,138
314
$206K 0.03%
9,012
-455
315
$205K 0.03%
1,859
-612
316
$204K 0.03%
2,462
317
$202K 0.03%
15,325
-3,398
318
$202K 0.03%
+1,356
319
$201K 0.03%
442
-30
320
$201K 0.03%
+880
321
$169K 0.03%
+17,996
322
$166K 0.03%
16,912
323
$147K 0.02%
12,583
+1,361
324
$146K 0.02%
29,951
+18,507
325
$143K 0.02%
233
11 12
13
14 15