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
176
$621K 0.12%
3,460
-1,106
177
$609K 0.12%
5,943
+475
178
$609K 0.12%
13,729
-1,656
179
$595K 0.12%
10,625
+494
180
$593K 0.12%
4,700
-1,506
181
$589K 0.12%
26,893
+589
182
$579K 0.11%
17,573
+80
183
$573K 0.11%
22,257
+653
184
$572K 0.11%
2,157
-93
185
$562K 0.11%
26,338
+2,668
186
$543K 0.11%
44,690
-7,360
187
$540K 0.11%
5,068
188
$539K 0.11%
11,046
-44,725
189
$538K 0.11%
35,253
+380
190
$536K 0.11%
12,702
-7,299
191
$536K 0.11%
10,040
+1,180
192
$519K 0.1%
4,596
-10
193
$513K 0.1%
11,141
+1,397
194
$512K 0.1%
5,366
+5
195
$504K 0.1%
8,485
196
$498K 0.1%
10,800
197
$497K 0.1%
7,418
198
$484K 0.1%
8,295
-1,197
199
$473K 0.09%
18,825
+1,212
200
$470K 0.09%
2,908
+3
6 7
8
9 10