SWP
ShoreHaven Wealth Partners Portfolio holdings
AUM
$244M
This Quarter Return
-3.99%
1 Year Return
+13.03%
3 Year Return
+45.23%
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(-6.1%)
Cap. Flow
-$2.84M
Cap. Flow
% of AUM
-1.5%
Top 10 Holdings %
Top 10 Hldgs %
50.99%
Holding
73
New
20
Increased
12
Reduced
28
Closed
9
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$9.95M |
| 2 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$8.24M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$7.7M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$5.86M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$3.64M |
Sector Composition
| 1 | Technology | 2.93% |
| 2 | Communication Services | 1.19% |
| 3 | Financials | 0.75% |
| 4 | Utilities | 0.3% |
| 5 | Consumer Discretionary | 0.24% |
