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
$149M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.8M
3
+$1.74M
4
MBB icon
iShares MBS ETF
MBB
+$1.19M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$922K

Top Sells

1
+$1.78M
2
+$1.32M
3
+$1.07M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$831K
5
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$746K

Sector Composition

1 Technology 3.93%
2 Communication Services 1.38%
3 Financials 0.93%
4 Utilities 0.31%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,372
1 2 3
4