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
201
$649K 0.1%
22,942
-5,405
202
$647K 0.1%
+9,220
203
$637K 0.1%
3,101
-2,828
204
$626K 0.1%
7,227
-5,196
205
$624K 0.1%
+9,045
206
$622K 0.1%
2,902
+356
207
$619K 0.1%
+25,334
208
$615K 0.1%
4,654
+1,198
209
$612K 0.1%
+24,360
210
$612K 0.1%
+21,133
211
$597K 0.1%
9,492
-1,365
212
$594K 0.1%
+1,209
213
$593K 0.1%
14,357
-18,733
214
$593K 0.1%
3,674
+673
215
$585K 0.09%
7,900
-2,001
216
$584K 0.09%
+3,647
217
$569K 0.09%
5,068
-181
218
$567K 0.09%
8,859
219
$563K 0.09%
1,145
-975
220
$563K 0.09%
5,559
-599
221
$560K 0.09%
5,537
-3,837
222
$560K 0.09%
+8,303
223
$555K 0.09%
+12,982
224
$530K 0.08%
8,902
+2,890
225
$524K 0.08%
21,070
-17,152
7 8
9
10 11