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
451
$9.02K ﹤0.01%
147
452
$6.51K ﹤0.01%
150
453
$6.49K ﹤0.01%
58
454
$6.42K ﹤0.01%
283
455
$6.26K ﹤0.01%
268
456
$5.62K ﹤0.01%
307
-111
457
$5.61K ﹤0.01%
+45
458
$5.54K ﹤0.01%
+37
459
$5.15K ﹤0.01%
+91
460
$4.52K ﹤0.01%
115
461
$4.4K ﹤0.01%
180
462
$4.36K ﹤0.01%
93
463
$4.25K ﹤0.01%
42
-65
464
$4.03K ﹤0.01%
85
465
$3.92K ﹤0.01%
36
466
$3.79K ﹤0.01%
307
467
$3.76K ﹤0.01%
60
468
$3.43K ﹤0.01%
78
469
$3.15K ﹤0.01%
38
470
$2.83K ﹤0.01%
89
471
$2.64K ﹤0.01%
70
472
$2.54K ﹤0.01%
10
473
$2.48K ﹤0.01%
124
474
$2.46K ﹤0.01%
53
475
$2.38K ﹤0.01%
100
17 18
19
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