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
76
$1.93M 0.31%
33,288
-9,009
77
$1.9M 0.3%
+80,136
78
$1.84M 0.29%
17,607
-15,965
79
$1.83M 0.29%
5,183
+69
80
$1.8M 0.29%
11,762
+6,801
81
$1.8M 0.29%
+3,283
82
$1.79M 0.29%
+42,939
83
$1.79M 0.29%
61,260
-49,621
84
$1.77M 0.28%
34,814
+2,693
85
$1.74M 0.28%
+46,128
86
$1.74M 0.28%
7,849
+1,353
87
$1.72M 0.27%
+25,915
88
$1.64M 0.26%
21,123
-430
89
$1.63M 0.26%
13,860
+2,010
90
$1.63M 0.26%
5,974
+798
91
$1.62M 0.26%
12,020
+3,897
92
$1.59M 0.26%
39,763
+95
93
$1.58M 0.25%
6,496
+1,853
94
$1.57M 0.25%
9,351
-14,342
95
$1.56M 0.25%
10,045
-13,016
96
$1.56M 0.25%
14,942
+1,016
97
$1.53M 0.25%
40,944
98
$1.53M 0.24%
+40,136
99
$1.52M 0.24%
31,721
-46,488
100
$1.5M 0.24%
59,522
-28,800
2 3
4
5 6