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
51
$3.77M 0.51%
4,258
+243
52
$3.77M 0.51%
10,052
+23
53
$3.77M 0.51%
53,330
+750
54
$3.76M 0.51%
6,428
+297
55
$3.73M 0.51%
13,570
+1,084
56
$3.7M 0.5%
29,991
-843
57
$3.68M 0.5%
37,480
+736
58
$3.61M 0.49%
+5,093
59
$3.56M 0.48%
21,702
+4,521
60
$3.53M 0.48%
17,581
+2,246
61
$3.46M 0.47%
6,016
+1,872
62
$3.39M 0.46%
116,123
-6,099
63
$3.38M 0.46%
75,205
+3,062
64
$3.33M 0.45%
15,106
+471
65
$3.24M 0.44%
3,658
-146
66
$3.23M 0.44%
9,759
-1,128
67
$3.23M 0.44%
45,565
-558
68
$3.08M 0.42%
26,190
-7,125
69
$3.07M 0.42%
13,201
+2,407
70
$3.06M 0.41%
17,718
-5,402
71
$3.05M 0.41%
26,670
+1,838
72
$3.04M 0.41%
18,159
+535
73
$3.04M 0.41%
9,421
+4,452
74
$3M 0.41%
35,640
-415
75
$2.81M 0.38%
101,478
+213
1 2
3
4 5