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
$131M
AUM Growth
-$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.25M
3
+$2.29M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.06M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.03M

Top Sells

1
+$5.81M
2
+$3.24M
3
+$2.5M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$1.88M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.82M

Sector Composition

1 Technology 3.61%
2 Communication Services 1.34%
3 Financials 0.57%
4 Consumer Discretionary 0.39%
5 Utilities 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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79
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-6,664
80
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-4,219
81
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-21,279
82
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-15,187
83
– –
-36,980
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