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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
+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 %
96.36%
Top 10 Hldgs %
53.9%
Holding
257
New
257
Increased
–
Reduced
–
Closed
–

Top Buys

1
IVW icon
iShares S&P 500 Growth ETF
IVW
+$20.3M
2
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$9.36M
3
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$9.24M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$9.15M
5
ACWI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
176
Home Depot
HD
$337B
$9K 0.01%
+35
New +$9.62K
MFC icon
177
Manulife Financial
MFC
$69.3B
$9K 0.01%
+508
New +$8.11K
AOM icon
178
iShares Core Moderate Allocation ETF
AOM
$1.77B
$8K ﹤0.01%
+182
New +$7.66K
BYND icon
179
Beyond Meat
BYND
$320M
$8K ﹤0.01%
+67
New +$10.1K
F icon
180
Ford
F
$55.5B
$8K ﹤0.01%
+920
New +$7.7K
KBA icon
181
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$153M
$8K ﹤0.01%
+174
New +$7.43K
MPC icon
182
Marathon Petroleum
MPC
$88.6B
$8K ﹤0.01%
+203
New +$7.29K
VKTX icon
183
Viking Therapeutics
VKTX
$4.41B
$8K ﹤0.01%
+1,495
New +$9.06K
WEC icon
184
WEC Energy
WEC
$37.5B
$8K ﹤0.01%
+91
New +$8.85K
UG icon
185
United-Guardian
UG
$33.1M
$7K ﹤0.01%
+495
New +$7.23K
FLIR
186
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$7K ﹤0.01%
+151
New +$5.83K
ORBC
187
DELISTED
ORBCOMM, Inc.
ORBC
$7K ﹤0.01%
+1,000
New +$5.4K
ESPO icon
188
VanEck Video Gaming and eSports ETF
ESPO
$243M
$6K ﹤0.01%
+90
New +$5.78K
SPCK
189
The SPAC and New Issue ETF
SPCK
$8.32M
$6K ﹤0.01%
+230
New +$5.91K
AIG icon
190
American International
AIG
$41.9B
$5K ﹤0.01%
+142
New +$5K
BG icon
191
Bunge Global
BG
$22.6B
$5K ﹤0.01%
+73
New +$4.26K
CPB icon
192
Campbell Soup
CPB
$6.59B
$5K ﹤0.01%
+112
New +$5.41K
ETG
193
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.79B
$5K ﹤0.01%
+271
New +$4.43K
EXG icon
194
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3B
$5K ﹤0.01%
+611
New +$4.94K
FTV icon
195
Fortive
FTV
$18.5B
$5K ﹤0.01%
+100
New +$5.14K
GS icon
196
Goldman Sachs
GS
$336B
$5K ﹤0.01%
+19
New +$4.23K
MJ icon
197
Amplify Alternative Harvest ETF
MJ
$106M
$5K ﹤0.01%
+29
New +$4.59K
VTRS icon
198
Viatris
VTRS
$19B
$5K ﹤0.01%
+258
New +$4.21K
APHA
199
DELISTED
Aphria Inc. Common Shares
APHA
$5K ﹤0.01%
+700
New +$4.37K
ADBE icon
200
Adobe
ADBE
$87.8B
$4K ﹤0.01%
+8
New +$3.87K
6 7
8
9 10

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