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
151
$966K 0.15%
+14,393
152
$951K 0.15%
+31,217
153
$936K 0.15%
37,050
154
$935K 0.15%
3,770
-2,280
155
$934K 0.15%
3,183
+348
156
$933K 0.15%
+9,108
157
$932K 0.15%
8,600
-1,464
158
$906K 0.15%
17,506
-6,234
159
$902K 0.14%
5,388
-2,228
160
$890K 0.14%
3,538
+975
161
$876K 0.14%
11,015
162
$871K 0.14%
5,372
-1,047
163
$868K 0.14%
+23,356
164
$868K 0.14%
+24,114
165
$862K 0.14%
3,166
+517
166
$858K 0.14%
10,422
-3,620
167
$854K 0.14%
3,455
-25
168
$850K 0.14%
+39,985
169
$847K 0.14%
+19,149
170
$838K 0.13%
18,564
-4,105
171
$837K 0.13%
+8,645
172
$835K 0.13%
+45,466
173
$830K 0.13%
14,420
-6,815
174
$815K 0.13%
9,867
-4,598
175
$794K 0.13%
+10,175
5 6
7
8 9