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
51
$2.68M 0.53%
92,575
-9,859
52
$2.68M 0.53%
28,009
+789
53
$2.63M 0.52%
43,727
+1,411
54
$2.55M 0.51%
32,510
+7,020
55
$2.52M 0.5%
5,000
+646
56
$2.5M 0.5%
51,774
+7,055
57
$2.47M 0.49%
9,231
+7,245
58
$2.43M 0.48%
14,275
+305
59
$2.42M 0.48%
25,156
+4,923
60
$2.4M 0.48%
11,426
+1,255
61
$2.32M 0.46%
52,260
+630
62
$2.28M 0.45%
+48,014
63
$2.26M 0.45%
21,559
-4,207
64
$2.25M 0.45%
25,388
-88,110
65
$2.16M 0.43%
13,242
+552
66
$2.03M 0.4%
19,780
+5,288
67
$2.02M 0.4%
90,357
+3,204
68
$2.02M 0.4%
12,267
+4,340
69
$1.92M 0.38%
+20,020
70
$1.9M 0.38%
50,370
+302
71
$1.89M 0.38%
21,076
+2,202
72
$1.89M 0.37%
75,581
-3,348
73
$1.84M 0.37%
27,864
+6,285
74
$1.84M 0.36%
21,172
+1,901
75
$1.79M 0.36%
7,973
+501
1 2
3
4 5