WP
WealthShield Partners Portfolio holdings
AUM
$827M
1-Year Return
15.07%
This Quarter Return
+6.01%
1 Year Return
+15.07%
3 Year Return
+52.26%
5 Year Return
+86.87%
10 Year Return
–
AUM
$738M
AUM Growth
+$82M
(+12%)
Cap. Flow
+$46.3M
Cap. Flow
% of AUM
6.28%
Top 10 Holdings %
Top 10 Hldgs %
22.93%
Holding
507
New
41
Increased
220
Reduced
95
Closed
24
Top Buys
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$5.17M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$4.55M |
| 3 |
Netflix
NFLX
|
$3.61M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$2.94M |
| 5 |
Chipotle Mexican Grill
CMG
|
$2.73M |
Top Sells
| 1 |
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
|
$4.08M |
| 2 |
DexCom
DXCM
|
$1.9M |
| 3 |
Cisco
CSCO
|
$1.82M |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$1.73M |
| 5 |
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% |
