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SWP

ShoreHaven Wealth Partners Portfolio holdings

AUM $318M
1-Year Est. Return 24.89%
This Fund
S&P 500
This Quarter Est. Return
+9.94%
1 Year Est. Return
+24.89%
3 Year Est. Return
+63.82%
5 Year Est. Return
+56.3%
10 Year Est. Return
–
AUM
$244M
AUM Growth
+$35.3M
Cap. Flow
+$16.2M
Cap. Flow %
6.64%
Top 10 Hldgs %
49.76%
Holding
101
New
14
Increased
40
Reduced
34
Closed
3

Top Buys

1
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$4.11M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.8M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$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
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$3.94M
2
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.59M
3
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$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
VYM icon
101
Vanguard High Dividend Yield ETF
VYM
$80.1B
– –
-1,827
Closed -$236K
1 2 3 4
5

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