We are live on
!
Find out more
SWP
ShoreHaven Wealth Partners Portfolio holdings
AUM
$318M
1-Year Est. Return
24.89%
This Fund
S&P 500
This Quarter
Est. Return
+8.41%
1 Year Est. Return
+24.89%
3 Year Est. Return
+63.82%
5 Year Est. Return
+56.3%
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% |
Similar funds
AI
RF
ACA
EFN
WIS
PC
HLCM
SFCM