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
76
$1.77M 0.35%
87,945
+4,686
77
$1.76M 0.35%
48,297
-14,257
78
$1.76M 0.35%
45,805
+6,372
79
$1.7M 0.34%
18,322
+33
80
$1.7M 0.34%
89,900
+5,920
81
$1.7M 0.34%
30,226
+1,378
82
$1.69M 0.33%
60,879
-2,922
83
$1.68M 0.33%
58,179
+5,190
84
$1.64M 0.32%
+24,525
85
$1.6M 0.32%
72,187
+4,745
86
$1.59M 0.31%
8,931
+542
87
$1.58M 0.31%
10,872
+249
88
$1.54M 0.31%
10,696
+1,216
89
$1.52M 0.3%
50,061
-2,037
90
$1.5M 0.3%
34,695
+1,860
91
$1.5M 0.3%
6,919
+1,152
92
$1.49M 0.29%
7,620
+664
93
$1.48M 0.29%
42,865
+895
94
$1.44M 0.29%
37,940
+3,709
95
$1.41M 0.28%
59,107
-7,735
96
$1.38M 0.27%
22,202
+1,467
97
$1.38M 0.27%
5,150
98
$1.37M 0.27%
8,718
+152
99
$1.34M 0.27%
16,191
+1,180
100
$1.33M 0.26%
4,022
+359
2 3
4
5 6