SWP

ShoreHaven Wealth Partners Portfolio holdings

AUM $244M
1-Year Est. Return 13.03%
This Quarter Est. Return
1 Year Est. Return
+13.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M
2 +$9.82M
3 +$9.78M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$9.66M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$9.27M

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
176
$9K 0.01%
+35
177
$9K 0.01%
+508
178
$8K ﹤0.01%
+182
179
$8K ﹤0.01%
+67
180
$8K ﹤0.01%
+920
181
$8K ﹤0.01%
+174
182
$8K ﹤0.01%
+203
183
$8K ﹤0.01%
+1,495
184
$8K ﹤0.01%
+91
185
$7K ﹤0.01%
+495
186
$7K ﹤0.01%
+151
187
$7K ﹤0.01%
+1,000
188
$6K ﹤0.01%
+90
189
$6K ﹤0.01%
+230
190
$5K ﹤0.01%
+142
191
$5K ﹤0.01%
+73
192
$5K ﹤0.01%
+112
193
$5K ﹤0.01%
+271
194
$5K ﹤0.01%
+611
195
$5K ﹤0.01%
+75
196
$5K ﹤0.01%
+19
197
$5K ﹤0.01%
+29
198
$5K ﹤0.01%
+258
199
$5K ﹤0.01%
+700
200
$4K ﹤0.01%
+8