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
$118M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.79M
3
+$2.74M
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$2.68M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.98M

Top Sells

1
+$3.25M
2
+$2.14M
3
+$1.98M
4
GLD icon
SPDR Gold Trust
GLD
+$1.63M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$764K

Sector Composition

1 Technology 1.56%
2 Healthcare 1.06%
3 Consumer Discretionary 0.9%
4 Consumer Staples 0.56%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.92%
9,533
+122
27
$1.01M 0.86%
8,260
+20
28
$980K 0.83%
26,246
+1,320
29
$970K 0.82%
36,998
+5,500
30
$851K 0.72%
15,139
31
$822K 0.7%
3,488
+50
32
$734K 0.62%
14,110
-111
33
$607K 0.52%
5,915
-685
34
$554K 0.47%
22,144
+1,570
35
$512K 0.44%
4,735
+41
36
$508K 0.43%
8,178
+605
37
$464K 0.39%
2,484
+60
38
$436K 0.37%
7,817
39
$427K 0.36%
3,017
40
$374K 0.32%
+22,300
41
$354K 0.3%
15,575
+2,875
42
$351K 0.3%
6,862
+782
43
$347K 0.29%
+15,951
44
$306K 0.26%
1,915
-10,191
45
$302K 0.26%
14,277
-1,475
46
$300K 0.25%
5,538
47
$298K 0.25%
4,950
48
$295K 0.25%
6,476
-1,748
49
$287K 0.24%
4,496
+1
50
$282K 0.24%
853
+165
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