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
126
$979K 0.19%
30,542
-61
127
$978K 0.19%
10,868
128
$973K 0.19%
20,380
+9,800
129
$972K 0.19%
+40,651
130
$969K 0.19%
33,032
+6,093
131
$966K 0.19%
7,654
+21
132
$951K 0.19%
20,628
+202
133
$946K 0.19%
21,575
+185
134
$944K 0.19%
14,985
-26
135
$936K 0.19%
18,674
+3,424
136
$928K 0.18%
9,343
+588
137
$912K 0.18%
5,587
+1
138
$896K 0.18%
22,798
-12,655
139
$886K 0.18%
5,731
-23,663
140
$874K 0.17%
23,198
-36
141
$863K 0.17%
8,980
142
$846K 0.17%
4,336
+70
143
$841K 0.17%
8,271
-14
144
$839K 0.17%
5,656
+548
145
$827K 0.16%
50,319
+2,997
146
$826K 0.16%
3,827
+294
147
$825K 0.16%
23,104
+2,263
148
$810K 0.16%
4,871
+617
149
$809K 0.16%
11,337
+18
150
$800K 0.16%
+10,088
4 5
6
7 8