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
$202M
AUM Growth
+$9.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$347K
2
+$224K
3
+$215K
4
FCX icon
Freeport-McMoran
FCX
+$202K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$159K

Top Sells

1
+$148K
2
+$49.3K
3
+$41.9K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$41.3K
5
T icon
AT&T
T
+$38K

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