IWP
Innova Wealth Partners Portfolio holdings
AUM
$170M
1-Year Return
13.42%
This Quarter Return
+5.1%
1 Year Return
+13.42%
3 Year Return
+55.39%
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
+$10.6M
(+9.9%)
Cap. Flow
+$5.65M
Cap. Flow
% of AUM
4.8%
Top 10 Holdings %
Top 10 Hldgs %
50.25%
Holding
63
New
5
Increased
27
Reduced
20
Closed
3
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$3.4M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$2.79M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.74M |
| 4 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$2.68M |
| 5 |
iShares Select U.S. REIT ETF
ICF
|
$1.98M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.25M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$2.14M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.98M |
| 4 |
SPDR Gold Trust
GLD
|
$1.63M |
| 5 |
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% |
