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
101
$1.3M 0.26%
25,979
+622
102
$1.3M 0.26%
+6,234
103
$1.27M 0.25%
9,912
+6
104
$1.27M 0.25%
9,317
+103
105
$1.23M 0.24%
6,743
+466
106
$1.23M 0.24%
5,928
+1,531
107
$1.22M 0.24%
39,381
-606
108
$1.22M 0.24%
21,019
-108,479
109
$1.2M 0.24%
3,935
+178
110
$1.19M 0.24%
29,653
+2,399
111
$1.18M 0.23%
83,556
+3,297
112
$1.16M 0.23%
12,674
-154
113
$1.16M 0.23%
3,236
+39
114
$1.16M 0.23%
51,158
+332
115
$1.13M 0.22%
8,475
+677
116
$1.11M 0.22%
6,137
+437
117
$1.11M 0.22%
8,834
+762
118
$1.1M 0.22%
50,388
-7,238
119
$1.09M 0.22%
49,305
+762
120
$1.08M 0.22%
14,607
-454
121
$1.08M 0.21%
29,665
+5,415
122
$1.02M 0.2%
4,367
+240
123
$1.02M 0.2%
11,269
+681
124
$1.01M 0.2%
5,717
+345
125
$992K 0.2%
12,180
+1,452
3 4
5
6 7