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SWP
ShoreHaven Wealth Partners Portfolio holdings
AUM
$318M
1-Year Est. Return
24.89%
This Fund
S&P 500
This Quarter
Est. Return
-13.67%
1 Year Est. Return
+24.89%
3 Year Est. Return
+63.82%
5 Year Est. Return
+56.3%
10 Year Est. Return
–
AUM
$139M
AUM Growth
-$50.2M
(-26%)
Cap. Flow
-$29.1M
Cap. Flow
% of AUM
-20.91%
Top 10 Holdings %
Top 10 Hldgs %
56.26%
Holding
90
New
26
Increased
17
Reduced
23
Closed
19
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$10.2M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
+$7.42M |
| 3 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$5.68M |
| 4 |
iShares Russell Top 200 ETF
IWL
|
+$3.8M |
| 5 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$2.6M |
Top Sells
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$8.78M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$8.71M |
| 3 |
First Trust Preferred Securities and Income ETF
FPE
|
+$5.85M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$4.71M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$4.67M |
Sector Composition
| 1 | Technology | 3.51% |
| 2 | Communication Services | 1.44% |
| 3 | Financials | 0.71% |
| 4 | Utilities | 0.37% |
| 5 | Consumer Discretionary | 0.32% |
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