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
126
$1.18M 0.19%
5,477
+1,169
127
$1.18M 0.19%
+10,725
128
$1.18M 0.19%
19,410
+2,583
129
$1.16M 0.19%
7,566
+990
130
$1.15M 0.18%
21,370
-14,380
131
$1.15M 0.18%
14,850
-18,038
132
$1.15M 0.18%
14,674
-44
133
$1.15M 0.18%
6,901
-10,240
134
$1.13M 0.18%
+28,337
135
$1.13M 0.18%
6,069
+1,003
136
$1.12M 0.18%
4,701
+421
137
$1.12M 0.18%
9,346
-2,594
138
$1.1M 0.18%
7,916
+1,247
139
$1.08M 0.17%
+13,894
140
$1.07M 0.17%
22,820
+7,583
141
$1.06M 0.17%
+10,548
142
$1.05M 0.17%
2,525
-102
143
$1.04M 0.17%
22,631
-4,932
144
$1.04M 0.17%
21,565
+1,666
145
$1.02M 0.16%
22,947
-19,386
146
$1.02M 0.16%
8,135
-10,000
147
$1.01M 0.16%
9,058
+3,582
148
$1M 0.16%
6,609
+1,960
149
$993K 0.16%
17,883
-8,152
150
$980K 0.16%
+28,685
4 5
6
7 8