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SWP
ShoreHaven Wealth Partners Portfolio holdings
AUM
$278M
1-Year Est. Return
20.08%
This Fund
S&P 500
This Quarter
Est. Return
+8.41%
1 Year Est. Return
+20.08%
3 Year Est. Return
+49.41%
5 Year Est. Return
+42.9%
10 Year Est. Return
–
AUM
$179M
AUM Growth
–
Cap. Flow
+$172M
Cap. Flow
% of AUM
96.36%
Top 10 Holdings %
Top 10 Hldgs %
53.9%
Holding
257
New
257
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$20.3M |
| 2 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$9.36M |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$9.24M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$9.15M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$9.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.51% |
| 2 | Communication Services | 1.37% |
| 3 | Financials | 0.89% |
| 4 | Healthcare | 0.78% |
| 5 | Utilities | 0.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Tyson Foods
TSN
$20.4B
| $1K | ﹤0.01% |
+21
| New | +$1.31K |
|
252
Vontier
VNT
$4.13B
| $1K | ﹤0.01% |
+30
| New | +$926 |
|
253
Wabtec
WAB
$44.3B
| $1K | ﹤0.01% |
+5
| New | +$342 |
|
|
WBA
254
DELISTED
Walgreens Boots Alliance
WBA
| $1K | ﹤0.01% |
+20
| New | +$775 |
|
255
AdvisorShares Pure Cannabis ETF
YOLO
$31.4M
| $1K | ﹤0.01% |
+12
| New | +$171 |
|
|
PXD
256
DELISTED
Pioneer Natural Resource Co.
PXD
| $1K | ﹤0.01% |
+10
| New | +$972 |
|
|
AIG.WS
257
DELISTED
American International Group, Inc.
AIG.WS
| $1K | ﹤0.01% |
+88
| New | +$42 |
|
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