IWP

Innova Wealth Partners Portfolio holdings

AUM $170M
1-Year Est. Return 13.42%
This Quarter Est. Return
1 Year Est. Return
+13.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$5.97M
3
+$5.49M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.66M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.74%
2 Healthcare 1.1%
3 Consumer Discretionary 0.76%
4 Consumer Staples 0.65%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$912K 0.85%
+24,926
27
$899K 0.84%
+12,318
28
$859K 0.8%
+15,139
29
$789K 0.74%
+31,498
30
$765K 0.71%
+3,438
31
$764K 0.71%
+4,846
32
$713K 0.67%
+14,221
33
$573K 0.54%
+6,600
34
$510K 0.48%
+20,574
35
$503K 0.47%
+4,694
36
$501K 0.47%
+21,446
37
$466K 0.44%
+7,573
38
$447K 0.42%
+3,017
39
$444K 0.41%
+7,372
40
$409K 0.38%
+2,424
41
$374K 0.35%
+8,224
42
$334K 0.31%
+15,752
43
$322K 0.3%
+7,817
44
$302K 0.28%
+12,700
45
$290K 0.27%
+5,538
46
$289K 0.27%
+4,950
47
$278K 0.26%
+6,080
48
$274K 0.26%
+1,495
49
$270K 0.25%
+1,491
50
$265K 0.25%
+1,681
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