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
176
$785K 0.13%
+31,698
177
$781K 0.13%
10,492
-558
178
$771K 0.12%
8,410
+4,751
179
$765K 0.12%
4,697
-419
180
$761K 0.12%
42,786
-44,166
181
$741K 0.12%
+16,899
182
$740K 0.12%
+13,942
183
$736K 0.12%
12,450
-5,264
184
$726K 0.12%
9,859
-10,466
185
$724K 0.12%
17,562
+180
186
$724K 0.12%
9,844
-4,640
187
$719K 0.12%
8,414
+1,932
188
$717K 0.11%
11,484
-68
189
$700K 0.11%
10,800
190
$696K 0.11%
+35,478
191
$691K 0.11%
5,313
-3,751
192
$680K 0.11%
12,832
-12,413
193
$677K 0.11%
21,245
-18,808
194
$671K 0.11%
+4,983
195
$669K 0.11%
1,863
-786
196
$667K 0.11%
6,820
-2,698
197
$664K 0.11%
19,067
+4,556
198
$663K 0.11%
+20,349
199
$658K 0.11%
36,869
-33,476
200
$655K 0.1%
4,930
+2,156
6 7
8
9 10