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
26
$4.62M 0.92%
79,816
+175
27
$4.38M 0.87%
75,739
+22,452
28
$3.96M 0.79%
49,576
-6,182
29
$3.91M 0.77%
58,182
+999
30
$3.79M 0.75%
62,742
-1,742
31
$3.65M 0.72%
41,815
+16,386
32
$3.52M 0.7%
29,666
+13,555
33
$3.26M 0.65%
22,737
+1,591
34
$3.25M 0.65%
40,577
+4,195
35
$3.16M 0.63%
181,004
-23,670
36
$3.12M 0.62%
30,152
+136
37
$3.06M 0.61%
31,769
+14
38
$3.03M 0.6%
26,841
+16
39
$3.01M 0.6%
70,050
+23,863
40
$2.95M 0.58%
66,995
+37,994
41
$2.94M 0.58%
28,129
+3,132
42
$2.94M 0.58%
32,146
-910
43
$2.91M 0.58%
+130,522
44
$2.88M 0.57%
42,247
-628
45
$2.81M 0.56%
48,593
+7,721
46
$2.79M 0.55%
10,120
+568
47
$2.79M 0.55%
21,942
+13,280
48
$2.79M 0.55%
55,023
+12,173
49
$2.73M 0.54%
59,249
-4,629
50
$2.72M 0.54%
22,321
-67
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