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
$143M
AUM Growth
+$667K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$4.97M
3
+$3.52M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.49M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.76M

Top Sells

1
+$14.3M
2
+$3.56M
3
+$2.96M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$2.81M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$2.63M

Sector Composition

1 Technology 3.51%
2 Communication Services 1.29%
3 Financials 0.9%
4 Utilities 0.35%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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83
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85
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86
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