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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
+8.41%
1 Year Est. Return
+24.89%
3 Year Est. Return
+63.82%
5 Year Est. Return
+56.3%
10 Year Est. Return
–
AUM
$179M
AUM Growth
–
Cap. Flow
+$172M
Cap. Flow %
96.36%
Top 10 Hldgs %
53.9%
Holding
257
New
257
Increased
–
Reduced
–
Closed
–

Top Buys

1
IVW icon
iShares S&P 500 Growth ETF
IVW
+$20.3M
2
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$9.36M
3
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$9.24M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$9.15M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$9.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.51%
2 Communication Services 1.37%
3 Financials 0.89%
4 Healthcare 0.78%
5 Utilities 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QHY
151
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$239M
$20K 0.01%
+378
New +$19.4K
NMRK icon
152
Newmark Group
NMRK
$2.61B
$19K 0.01%
+2,615
New +$16.2K
MSEX icon
153
Middlesex Water
MSEX
$1.03B
$18K 0.01%
+252
New +$17.4K
AAL icon
154
American Airlines Group
AAL
$10.4B
$17K 0.01%
+1,064
New +$14.7K
NFBK icon
155
Northfield Bancorp
NFBK
$615M
$17K 0.01%
+1,352
New +$15K
FM
156
DELISTED
iShares Frontier and Select EM ETF
FM
$17K 0.01%
+584
New +$16K
BNY
157
Bank of New York Mellon
BNY
$106B
$16K 0.01%
+377
New +$14.5K
GE icon
158
GE Aerospace
GE
$369B
$16K 0.01%
+293
New +$13.1K
XT icon
159
iShares Future Exponential Technologies ETF
XT
$3.91B
$16K 0.01%
+284
New +$15K
NKLA
160
DELISTED
Nikola Corporation Common Stock
NKLA
$15K 0.01%
+33
New +$20.6K
ABBV icon
161
AbbVie
ABBV
$432B
$14K 0.01%
+127
New +$12.2K
KMB icon
162
Kimberly-Clark
KMB
$35.5B
$14K 0.01%
+101
New +$14.1K
QQQX icon
163
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.48B
$14K 0.01%
+524
New +$13K
PEP icon
164
PepsiCo
PEP
$185B
$13K 0.01%
+91
New +$12.9K
FNV icon
165
Franco-Nevada
FNV
$39.1B
$12K 0.01%
+94
New +$12.7K
HACK icon
166
Amplify Cybersecurity ETF
HACK
$2.84B
$12K 0.01%
+215
New +$10.9K
VRTX icon
167
Vertex Pharmaceuticals
VRTX
$121B
$12K 0.01%
+50
New +$11.5K
WEN icon
168
Wendy's
WEN
$1.41B
$12K 0.01%
+568
New +$12.9K
AIRC
169
DELISTED
Apartment Income REIT Corp.
AIRC
$12K 0.01%
+308
New +$11.8K
ABT icon
170
Abbott
ABT
$155B
$11K 0.01%
+100
New +$10.9K
SHAK icon
171
Shake Shack
SHAK
$2.42B
$11K 0.01%
+130
New +$10.1K
NETL icon
172
Colterpoint Net Lease Real Estate ETF
NETL
$54.3M
$10K 0.01%
+400
New +$9.79K
UHT
173
Universal Health Realty Income Trust
UHT
$589M
$10K 0.01%
+150
New +$9.11K
BABA icon
174
Alibaba
BABA
$269B
$9K 0.01%
+38
New +$10.6K
CL icon
175
Colgate-Palmolive
CL
$72.8B
$9K 0.01%
+101
New +$8.35K
5 6
7
8 9

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