SWP

ShoreHaven Wealth Partners Portfolio holdings

AUM $278M
1-Year Est. Return 19.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$9.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$349K
2
+$195K
3
+$188K
4
FCX icon
Freeport-McMoran
FCX
+$184K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$160K

Top Sells

1
+$143K
2
+$49.5K
3
+$41.3K
4
T icon
AT&T
T
+$38.3K
5
AAPL icon
Apple
AAPL
+$37.3K

Sector Composition

1 Technology 3.53%
2 Communication Services 1.65%
3 Financials 0.46%
4 Utilities 0.28%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$159K 0.08%
5,087
+2
52
$128K 0.06%
+11,236
53
$5K ﹤0.01%
400
-1,600
54
– –
-667
1 2
3