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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
+7.75%
1 Year Est. Return
+24.89%
3 Year Est. Return
+63.82%
5 Year Est. Return
+56.3%
10 Year Est. Return
–
AUM
$270M
AUM Growth
+$26.2M
(+11%)
Cap. Flow
+$8.55M
Cap. Flow
% of AUM
3.16%
Top 10 Holdings %
Top 10 Hldgs %
50.68%
Holding
109
New
11
Increased
36
Reduced
43
Closed
8
Top Buys
| 1 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$4.76M |
| 2 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$4.51M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$4.37M |
| 4 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$4.25M |
| 5 |
Global X Defense Tech ETF
SHLD
|
+$3.15M |
Top Sells
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
+$3.7M |
| 2 |
iShares US Technology ETF
IYW
|
+$3.65M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$2.26M |
| 4 |
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
|
+$2.16M |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$1.07M |
Sector Composition
| 1 | Technology | 3.52% |
| 2 | Communication Services | 1.39% |
| 3 | Industrials | 1.23% |
| 4 | Financials | 1.05% |
| 5 | Consumer Discretionary | 0.32% |
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