SWP
ShoreHaven Wealth Partners Portfolio holdings
AUM
$270M
1-Year Est. Return
16.03%
1 Year Est. Return
+16.03%
AUM
$244M
AUM Growth
+$35.3M
(+17%)
Holding
101
Top Buys
| 1 | +$4.47M | |
| 2 | +$3.95M | |
| 3 | +$2.89M | |
| 4 |
Vertiv
VRT
|
+$2.83M |
| 5 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$2.35M |
Top Sells
| 1 | +$4.27M | |
| 2 | +$1.73M | |
| 3 | +$1.6M | |
| 4 |
WisdomTree US High Dividend Fund
DHS
|
+$1.02M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$1.01M |
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
Vanguard High Dividend Yield ETF
VYM
$65.3B
| – | – |
-1,827
|
|