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
101
$1.5M 0.24%
26,919
-9,815
102
$1.48M 0.24%
9,411
-41,502
103
$1.47M 0.24%
84,869
+10,527
104
$1.46M 0.23%
56,575
+11,844
105
$1.46M 0.23%
28,333
-70
106
$1.46M 0.23%
5,843
+223
107
$1.46M 0.23%
17,637
+5,971
108
$1.42M 0.23%
9,255
+1,245
109
$1.41M 0.23%
3,102
-1,588
110
$1.38M 0.22%
+76,647
111
$1.36M 0.22%
+1,955
112
$1.36M 0.22%
27,318
+4,809
113
$1.33M 0.21%
+21,946
114
$1.32M 0.21%
3,227
+2,179
115
$1.3M 0.21%
5,634
+523
116
$1.3M 0.21%
12,730
+657
117
$1.29M 0.21%
8,168
+1,316
118
$1.28M 0.2%
+48,606
119
$1.24M 0.2%
1,678
+309
120
$1.24M 0.2%
9,419
+1,284
121
$1.24M 0.2%
2,628
+307
122
$1.23M 0.2%
8,820
-4,480
123
$1.21M 0.19%
121,767
124
$1.2M 0.19%
+11,777
125
$1.19M 0.19%
6,307
-314
3 4
5
6 7