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
276
$236K 0.03%
9,266
-60
277
$231K 0.03%
4,922
+307
278
$230K 0.03%
+8,113
279
$226K 0.03%
+3,154
280
$224K 0.03%
+1,794
281
$218K 0.03%
+1,764
282
$217K 0.03%
6,524
-914
283
$217K 0.03%
6,113
-48,786
284
$216K 0.03%
+3,340
285
$215K 0.03%
2,683
-3
286
$213K 0.03%
3,026
-18
287
$212K 0.03%
3,982
-34,266
288
$210K 0.03%
+1,998
289
$209K 0.03%
+1,164
290
$208K 0.03%
6,699
291
$208K 0.03%
2,103
+78
292
$206K 0.03%
+2,866
293
$206K 0.03%
3,174
-23,554
294
$205K 0.03%
6,542
295
$203K 0.03%
+2,254
296
$194K 0.03%
2,725
+126
297
$193K 0.03%
10,262
+16
298
$191K 0.03%
1,348
+6
299
$191K 0.03%
+4,955
300
$189K 0.03%
8,142
-1,026
10 11
12
13 14