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
$244M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.8M
3
+$2.86M
4
VRT icon
Vertiv
VRT
+$2.15M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$1.99M

Top Sells

1
+$3.94M
2
+$1.59M
3
+$1.54M
4
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$912K

Sector Composition

1 Technology 3.15%
2 Communication Services 1.28%
3 Industrials 1.16%
4 Financials 1.07%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-11,708
1 2 3 4
5