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
401
$35.3K ﹤0.01%
367
+2
402
$35.1K ﹤0.01%
663
403
$34.4K ﹤0.01%
708
404
$34.1K ﹤0.01%
10,000
405
$32.7K ﹤0.01%
717
406
$32.7K ﹤0.01%
640
407
$32.5K ﹤0.01%
724
408
$32.3K ﹤0.01%
1,166
+4
409
$31.9K ﹤0.01%
1,335
+12
410
$31.2K ﹤0.01%
306
411
$27.7K ﹤0.01%
638
-172
412
$26.7K ﹤0.01%
295
-13
413
$26.7K ﹤0.01%
700
414
$26.3K ﹤0.01%
+131
415
$25K ﹤0.01%
505
416
$24.7K ﹤0.01%
555
417
$24.6K ﹤0.01%
472
418
$24.1K ﹤0.01%
383
419
$23.7K ﹤0.01%
1,000
420
$23.7K ﹤0.01%
596
421
$23.6K ﹤0.01%
397
422
$23.6K ﹤0.01%
674
423
$23K ﹤0.01%
231
424
$22.3K ﹤0.01%
339
425
$20.9K ﹤0.01%
+478