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WealthShield Partners Portfolio holdings
AUM
$898M
1-Year Est. Return
19.38%
This Fund
S&P 500
1 Year Est. Return
+19.38%
AUM
$624M
AUM Growth
+$23.6M
(+3.9%)
Holding
382
Top Buys
| 1 | +$20.1M | |
| 2 | +$18.5M | |
| 3 | +$11.4M | |
| 4 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
+$11.3M |
| 5 |
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
|
+$8.36M |
Top Sells
| 1 | +$16M | |
| 2 | +$9.72M | |
| 3 | +$8.13M | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$7.42M |
| 5 |
Vanguard Growth ETF
VUG
|
+$7.1M |
Sector Composition
| 1 | Technology | 6.57% |
| 2 | Financials | 3.22% |
| 3 | Healthcare | 2.87% |
| 4 | Consumer Discretionary | 1.87% |
| 5 | Communication Services | 1.58% |