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
$145M
AUM Growth
-$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.79M
3
+$2.8M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.65M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.91M

Top Sells

1
+$8.77M
2
+$4.53M
3
+$3M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$2.67M
5
IYW icon
iShares US Technology ETF
IYW
+$1.98M

Sector Composition

1 Technology 3.57%
2 Communication Services 1.5%
3 Financials 0.92%
4 Consumer Discretionary 0.28%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-25,761
77
– –
-2,719
78
– –
-9,927
79
– –
-162,043
1 2 3
4