SWP

ShoreHaven Wealth Partners Portfolio holdings

AUM $278M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.19M
3
+$2.01M
4
IYW icon
iShares US Technology ETF
IYW
+$1.95M
5
MBB icon
iShares MBS ETF
MBB
+$1.83M

Top Sells

1
+$3.25M
2
+$3.07M
3
+$2.42M
4
FLMI icon
Franklin Dynamic Municipal Bond ETF
FLMI
+$1.81M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.42M

Sector Composition

1 Technology 2.84%
2 Communication Services 1.09%
3 Financials 0.77%
4 Utilities 0.36%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.4K 0.01%
226
77
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-7,507
78
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-22,971
79
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-41,694
80
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-177,930
81
– –
-10,044
82
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-5,521
83
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-931
84
– –
-27,722
1 2 3
4