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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
+9.45%
1 Year Est. Return
+24.89%
3 Year Est. Return
+63.82%
5 Year Est. Return
+56.3%
10 Year Est. Return
–
AUM
$164M
AUM Growth
+$19M
(+13%)
Cap. Flow
+$5.4M
Cap. Flow
% of AUM
3.29%
Top 10 Holdings %
Top 10 Hldgs %
52.69%
Holding
82
New
9
Increased
33
Reduced
27
Closed
6
Top Buys
| 1 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$3.66M |
| 2 |
State Street SPDR S&P 1500 Value Tilt ETF
VLU
|
+$3.59M |
| 3 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$3.44M |
| 4 |
State Street SPDR Portfolio Corporate Bond ETF
SPBO
|
+$1.72M |
| 5 |
iShares US Equity Factor ETF
LRGF
|
+$1.52M |
Top Sells
Sector Composition
| 1 | Technology | 3.79% |
| 2 | Communication Services | 1.57% |
| 3 | Financials | 0.72% |
| 4 | Consumer Discretionary | 0.3% |
| 5 | Energy | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
ReWalk Robotics
LFWD
$22.5M
| $14.8K | 0.01% |
226
| – | – |
|
77
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
| – | – |
-19,056
| Closed | -$1.74M |
|
78
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.09B
| – | – |
-9,524
| Closed | -$227K |
|
79
iShares Core S&P Mid-Cap ETF
IJH
$122B
| – | – |
-27,780
| Closed | -$1.39M |
|
80
JPMorgan Chase
JPM
$919B
| – | – |
-1,474
| Closed | -$214K |
|
81
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
| – | – |
-56,782
| Closed | -$1.91M |
|
82
Visa
V
$677B
| – | – |
-891
| Closed | -$205K |
|
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