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
+2.13%
1 Year Est. Return
+24.89%
3 Year Est. Return
+63.82%
5 Year Est. Return
+56.3%
10 Year Est. Return
–
AUM
$278M
AUM Growth
+$8.16M
(+3%)
Cap. Flow
+$3.13M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
50.76%
Holding
112
New
11
Increased
43
Reduced
36
Closed
8
Top Buys
| 1 |
Avantis US Large Cap Value ETF
AVLV
|
+$3.54M |
| 2 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$2.85M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$2.33M |
| 4 |
iShares US Technology ETF
IYW
|
+$1.8M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$920K |
Top Sells
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$5.21M |
| 2 |
Vertiv
VRT
|
+$1.94M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.21M |
| 4 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
+$1.1M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$984K |
Sector Composition
| 1 | Technology | 3.55% |
| 2 | Communication Services | 1.36% |
| 3 | Financials | 1.03% |
| 4 | Industrials | 0.63% |
| 5 | Consumer Discretionary | 0.38% |
Similar funds
AI
RF
ACA
EFN
WIS
PC
HLCM
SFCM