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
$186M
AUM Growth
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$5.21M
3
+$2.57M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.39M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.64M

Top Sells

1
+$6.52M
2
+$4.02M
3
+$3.52M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$2.87M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.59M

Sector Composition

1 Technology 2.94%
2 Communication Services 1.67%
3 Financials 0.48%
4 Consumer Discretionary 0.25%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
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