SWP
ShoreHaven Wealth Partners Portfolio holdings
AUM
$244M
1-Year Return
13.03%
This Quarter Return
+8.41%
1 Year Return
+13.03%
3 Year Return
+45.23%
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
–
Cap. Flow
+$179M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.9%
Holding
257
New
257
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$21.3M |
| 2 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$9.82M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$9.78M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$9.66M |
| 5 |
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% |
