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
51
$3.03M 0.49%
13,613
-4,370
52
$3.03M 0.49%
+124,268
53
$2.88M 0.46%
+39,537
54
$2.82M 0.45%
36,891
-31,639
55
$2.73M 0.44%
12,837
+5,952
56
$2.72M 0.44%
+42,708
57
$2.7M 0.43%
21,639
-11,579
58
$2.56M 0.41%
16,111
-47,288
59
$2.55M 0.41%
90,227
+43,401
60
$2.55M 0.41%
8,514
+1,329
61
$2.54M 0.41%
66,423
-207,914
62
$2.52M 0.4%
+90,738
63
$2.44M 0.39%
59,601
-1,273
64
$2.38M 0.38%
21,328
-617
65
$2.33M 0.37%
85,330
+13,290
66
$2.29M 0.37%
82,310
-248,975
67
$2.19M 0.35%
78,655
-11,684
68
$2.17M 0.35%
4,253
+263
69
$2.13M 0.34%
+19,271
70
$2.11M 0.34%
11,920
-1,124
71
$2.08M 0.33%
28,195
-36,287
72
$2.06M 0.33%
7,436
-5,064
73
$2.02M 0.32%
+52,037
74
$2.02M 0.32%
+79,794
75
$1.98M 0.32%
51,061
1 2
3
4 5