SWP

ShoreHaven Wealth Partners Portfolio holdings

AUM $278M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.59M
3
+$3.44M
4
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$1.72M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$1.52M

Top Sells

1
+$3.16M
2
+$2.88M
3
+$1.91M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1.74M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.6M

Sector Composition

1 Technology 3.79%
2 Communication Services 1.57%
3 Financials 0.72%
4 Consumer Discretionary 0.3%
5 Energy 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.8K 0.01%
226
77
– –
-891
78
– –
-56,782
79
– –
-1,474
80
– –
-27,780
81
– –
-9,524
82
– –
-19,056
1 2 3
4