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
$139M
AUM Growth
-$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$6.88M
3
+$5.34M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$3.51M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.49M

Top Sells

1
+$8.78M
2
+$8.07M
3
+$5.57M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.32M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.29M

Sector Composition

1 Technology 3.51%
2 Communication Services 1.44%
3 Financials 0.71%
4 Utilities 0.37%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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