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
201
$461K 0.09%
43,133
+48
202
$460K 0.09%
3,483
+5
203
$457K 0.09%
32,619
-2,814
204
$446K 0.09%
21,241
+937
205
$445K 0.09%
3,743
-64
206
$445K 0.09%
8,859
207
$439K 0.09%
1,089
-56
208
$439K 0.09%
55,355
+5,960
209
$439K 0.09%
7,647
-65
210
$438K 0.09%
8,538
+215
211
$433K 0.09%
23,146
+728
212
$432K 0.09%
14,297
-21
213
$428K 0.08%
11,859
214
$427K 0.08%
+5,258
215
$417K 0.08%
1,280
216
$417K 0.08%
+16,494
217
$413K 0.08%
6,645
218
$409K 0.08%
21,474
+223
219
$407K 0.08%
7,489
+707
220
$407K 0.08%
5,162
-399
221
$406K 0.08%
5,118
-1,627
222
$398K 0.08%
4,050
-1,216
223
$397K 0.08%
7,901
-50
224
$393K 0.08%
11,269
+1,578
225
$391K 0.08%
4,040
+79
7 8
9
10 11