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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
+2.21%
1 Year Est. Return
+20.08%
3 Year Est. Return
+49.41%
5 Year Est. Return
+42.9%
10 Year Est. Return
–
AUM
$185M
AUM Growth
+$5.88M
(+3.3%)
Cap. Flow
+$2.74M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
54.33%
Holding
306
New
47
Increased
107
Reduced
31
Closed
21
Top Buys
| 1 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$2.53M |
| 2 |
iShares JPMorgan EM Corporate Bond ETF
CEMB
|
+$1.42M |
| 3 |
Colterpoint Net Lease Real Estate ETF
NETL
|
+$1.37M |
| 4 |
WisdomTree US High Dividend Fund
DHS
|
+$1.34M |
| 5 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$366K |
Top Sells
Sector Composition
| 1 | Technology | 3.27% |
| 2 | Communication Services | 1.55% |
| 3 | Financials | 1.15% |
| 4 | Healthcare | 0.66% |
| 5 | Industrials | 0.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
UnitedHealth
UNH
$390B
| – | – |
-267
| Closed | -$93K |
|
302
Wabtec
WAB
$44.3B
| $0 | ﹤0.01% |
5
| – | – |
|
303
WBI Power Factor High Dividend ETF
WBIY
$60.7M
| $0 | ﹤0.01% |
18
-54,852
| -100% | -$1.38M |
|
304
AdvisorShares Pure Cannabis ETF
YOLO
$31.4M
| $0 | ﹤0.01% |
12
| – | – |
|
305
Zscaler
ZS
$22.9B
| – | – |
-773
| Closed | -$154K |
|
|
AIG.WS
306
DELISTED
American International Group, Inc.
AIG.WS
| – | – |
-88
| Closed | -$1K |
|
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