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SWP
ShoreHaven Wealth Partners Portfolio holdings
AUM
$278M
1-Year Est. Return
20.08%
This Fund
S&P 500
This Quarter
Est. Return
-1.44%
1 Year Est. Return
+20.08%
3 Year Est. Return
+49.41%
5 Year Est. Return
+42.9%
10 Year Est. Return
–
AUM
$209M
AUM Growth
-$2.97M
(-1.4%)
Cap. Flow
+$1.03M
Cap. Flow
% of AUM
0.49%
Top 10 Holdings %
Top 10 Hldgs %
49%
Holding
94
New
6
Increased
33
Reduced
43
Closed
7
Top Buys
| 1 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
+$6.2M |
| 2 |
Avantis US Large Cap Value ETF
AVLV
|
+$5.85M |
| 3 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$3.28M |
| 4 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$2.8M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$2.1M |
Top Sells
| 1 |
iShares US Equity Factor ETF
LRGF
|
+$19.6M |
| 2 |
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
|
+$2.58M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
+$2.06M |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$1.74M |
| 5 |
iShares US Infrastructure ETF
IFRA
|
+$1.41M |
Sector Composition
| 1 | Technology | 3.51% |
| 2 | Communication Services | 1.18% |
| 3 | Financials | 1.15% |
| 4 | Consumer Discretionary | 0.27% |
| 5 | Consumer Staples | 0.18% |
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