SWP

ShoreHaven Wealth Partners Portfolio holdings

AUM $270M
1-Year Est. Return 16.03%
This Quarter Est. Return
1 Year Est. Return
+16.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.55M
3
+$1.3M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.04M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.01M

Top Sells

1
+$1.69M
2
+$1.09M
3
+$969K
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$826K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$491K

Sector Composition

1 Technology 2.91%
2 Communication Services 1.56%
3 Financials 0.47%
4 Utilities 0.25%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-12,835
52
– –
-14,428
53
– –
-7,333
54
– –
-4,193
55
– –
-3,339
1 2
3