SWP
ShoreHaven Wealth Partners Portfolio holdings
AUM
$244M
This Quarter Return
+4.28%
1 Year Return
+13.03%
3 Year Return
+45.23%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(+4.9%)
Cap. Flow
+$1.37M
Cap. Flow
% of AUM
0.92%
Top 10 Holdings %
Top 10 Hldgs %
54.48%
Holding
76
New
5
Increased
24
Reduced
33
Closed
7
Top Buys
| 1 |
Vanguard Mega Cap Value ETF
MGV
|
$2.06M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.8M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$1.74M |
| 4 |
iShares MBS ETF
MBB
|
$1.19M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$922K |
Top Sells
Sector Composition
| 1 | Technology | 3.93% |
| 2 | Communication Services | 1.38% |
| 3 | Financials | 0.93% |
| 4 | Utilities | 0.31% |
| 5 | Consumer Discretionary | 0.3% |