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
-0.75%
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
+$25.5K
(+0.01%)
Cap. Flow
+$4.61M
Cap. Flow
% of AUM
1.66%
Top 10 Holdings %
Top 10 Hldgs %
49.5%
Holding
115
New
11
Increased
40
Reduced
47
Closed
12
Top Buys
| 1 |
CORO
iShares International Country Rotation Active ETF
CORO
|
+$10.3M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$5.1M |
| 3 |
BlackRock Large Cap Core ETF
BLCR
|
+$4.67M |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
+$2.58M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$2.55M |
Top Sells
| 1 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$11.6M |
| 2 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$4.28M |
| 3 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$3.04M |
| 4 |
iShares Gold Trust
IAU
|
+$2.89M |
| 5 |
iShares US Technology ETF
IYW
|
+$1.79M |
Sector Composition
| 1 | Technology | 3.12% |
| 2 | Communication Services | 1.22% |
| 3 | Industrials | 0.98% |
| 4 | Financials | 0.9% |
| 5 | Consumer Discretionary | 0.29% |
Similar funds
AI
RF
ACA
EFN
WIS
PC
HLCM
SFCM