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
151
$777K 0.15%
9,423
-16,194
152
$777K 0.15%
7,583
+2,394
153
$771K 0.15%
12,828
+801
154
$763K 0.15%
5,921
-318
155
$761K 0.15%
15,801
-13,171
156
$759K 0.15%
35,826
-169
157
$756K 0.15%
+38,142
158
$755K 0.15%
8,644
+86
159
$753K 0.15%
17,205
-1,730
160
$749K 0.15%
5,582
+45
161
$741K 0.15%
22,988
-5,449
162
$736K 0.15%
30,518
-338
163
$732K 0.15%
5,796
+298
164
$731K 0.15%
6,706
+159
165
$725K 0.14%
3,144
-362
166
$702K 0.14%
9,870
-7
167
$702K 0.14%
4,888
-3
168
$702K 0.14%
25,280
-1,770
169
$701K 0.14%
24,689
+21
170
$695K 0.14%
12,306
+103
171
$645K 0.13%
8,048
+262
172
$644K 0.13%
9,347
-2,882
173
$641K 0.13%
32,675
-186,487
174
$641K 0.13%
8,445
-315
175
$640K 0.13%
9,772
-731
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7
8 9