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
$142M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.18M
3
+$2.04M
4
IYW icon
iShares US Technology ETF
IYW
+$1.9M
5
MBB icon
iShares MBS ETF
MBB
+$1.84M

Top Sells

1
+$3.25M
2
+$3.04M
3
+$2.39M
4
FLMI icon
Franklin Dynamic Municipal Bond ETF
FLMI
+$1.83M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.43M

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%
2,714
77
– –
-7,507
78
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-22,971
79
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-27,722
80
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-41,694
81
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-35,586
82
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-10,044
83
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-5,521
84
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-931
1 2 3
4