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
351
$94.3K 0.01%
1,863
-5,946
352
$94.1K 0.01%
600
353
$93.9K 0.01%
10,000
354
$91.9K 0.01%
5,033
+26
355
$91.9K 0.01%
1,198
-65
356
$90.9K 0.01%
1,316
-2,164
357
$90.9K 0.01%
+655
358
$90.8K 0.01%
1,154
+2
359
$87.7K 0.01%
2,300
360
$84.9K 0.01%
2,300
361
$82.4K 0.01%
1,712
362
$81.3K 0.01%
+1,336
363
$80.7K 0.01%
+2,618
364
$80.5K 0.01%
790
365
$79.9K 0.01%
1,517
366
$79.7K 0.01%
993
367
$78.3K 0.01%
3,727
+12
368
$74.5K 0.01%
1,841
+1,500
369
$73.9K 0.01%
896
370
$73.1K 0.01%
1,969
+747
371
$73.1K 0.01%
1,577
+1,000
372
$72.9K 0.01%
1,485
373
$67.6K 0.01%
2,273
374
$67.3K 0.01%
702
375
$67.1K 0.01%
+1,600
13 14
15
16 17