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
$738M
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$4.55M
3
+$3.61M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.94M
5
CMG icon
Chipotle Mexican Grill
CMG
+$2.73M

Top Sells

1
+$4.08M
2
+$1.9M
3
+$1.82M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.73M
5
DRI icon
Darden Restaurants
DRI
+$1.63M

Sector Composition

1 Technology 9.02%
2 Financials 4.04%
3 Industrials 3.02%
4 Consumer Discretionary 3.02%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$288K 0.04%
5,561
+1,005
252
$282K 0.04%
10,730
+40
253
$280K 0.04%
4,220
+860
254
$272K 0.04%
2,320
255
$271K 0.04%
976
+120
256
$270K 0.04%
15,000
257
$265K 0.04%
+977
258
$265K 0.04%
2,000
-405
259
$260K 0.04%
+527
260
$259K 0.04%
+2,661
261
$256K 0.03%
+931
262
$255K 0.03%
6,115
+507
263
$252K 0.03%
7,748
264
$251K 0.03%
7,552
-81
265
$250K 0.03%
+1,602
266
$250K 0.03%
+920
267
$250K 0.03%
1,630
268
$248K 0.03%
1,453
269
$246K 0.03%
2,229
-4,943
270
$246K 0.03%
3,905
+110
271
$241K 0.03%
10,881
-990
272
$241K 0.03%
9,956
-34
273
$240K 0.03%
4,594
274
$239K 0.03%
+829
275
$239K 0.03%
4,614
+12
9 10
11
12 13