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
26
$5.34M 0.86%
+242,018
27
$5.32M 0.85%
+75,653
28
$5.03M 0.81%
46,607
-13,282
29
$4.82M 0.77%
50,098
-23,774
30
$4.8M 0.77%
80,929
+72,841
31
$4.75M 0.76%
+63,978
32
$4.62M 0.74%
48,637
-978
33
$4.49M 0.72%
+53,866
34
$4.37M 0.7%
69,420
+41,110
35
$4.29M 0.69%
30,820
-5,260
36
$4.28M 0.68%
175,866
-63,435
37
$4.11M 0.66%
38,404
-300
38
$3.94M 0.63%
24,200
-12,040
39
$3.7M 0.59%
100,755
+11,112
40
$3.66M 0.59%
20,781
-8,201
41
$3.63M 0.58%
+43,303
42
$3.46M 0.56%
32,796
-24,183
43
$3.42M 0.55%
+26,534
44
$3.36M 0.54%
22,459
-9,971
45
$3.34M 0.53%
+50,331
46
$3.34M 0.53%
24,485
+3,988
47
$3.33M 0.53%
49,403
-104,132
48
$3.27M 0.52%
106,100
-87,420
49
$3.26M 0.52%
46,840
-19,833
50
$3.07M 0.49%
63,353
-260
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