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
426
$20.6K ﹤0.01%
700
427
$20.5K ﹤0.01%
1,309
428
$20.5K ﹤0.01%
814
429
$20.3K ﹤0.01%
+703
430
$20.2K ﹤0.01%
754
431
$18.5K ﹤0.01%
381
432
$18.4K ﹤0.01%
317
-158
433
$18.2K ﹤0.01%
200
434
$17.9K ﹤0.01%
98
435
$17.3K ﹤0.01%
320
436
$15.4K ﹤0.01%
746
-1,693
437
$15.4K ﹤0.01%
74
438
$15.3K ﹤0.01%
76
439
$14.4K ﹤0.01%
390
440
$14.1K ﹤0.01%
963
+370
441
$12.8K ﹤0.01%
440
442
$12.2K ﹤0.01%
330
443
$12.1K ﹤0.01%
400
444
$10.7K ﹤0.01%
183
445
$10.2K ﹤0.01%
159
446
$10K ﹤0.01%
263
447
$9.88K ﹤0.01%
126
448
$9.87K ﹤0.01%
209
449
$9.42K ﹤0.01%
232
450
$9.25K ﹤0.01%
123