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
376
$67K 0.01%
1,225
+5
377
$63K 0.01%
653
378
$62.8K 0.01%
1,800
379
$62.8K 0.01%
1,456
-38
380
$61.3K 0.01%
+1,700
381
$61.1K 0.01%
1,500
+750
382
$59.2K 0.01%
980
383
$54.3K 0.01%
790
384
$52.7K 0.01%
731
+184
385
$52.5K 0.01%
167
+142
386
$51.7K 0.01%
800
387
$49.8K 0.01%
1,104
388
$49.1K 0.01%
712
389
$45.8K 0.01%
836
-32
390
$43.1K 0.01%
+549
391
$41.6K 0.01%
913
+2
392
$40.2K 0.01%
388
393
$40K 0.01%
450
+225
394
$39.6K 0.01%
712
395
$38.8K 0.01%
1,419
396
$38.3K 0.01%
263
397
$37.4K 0.01%
1,105
398
$36.8K 0.01%
1,267
+4
399
$35.5K ﹤0.01%
600
400
$35.5K ﹤0.01%
297
14 15
16
17 18