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
$126M
AUM Growth
-$689K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.69M
3
+$2.16M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.64M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.21M

Top Sells

1
+$3.6M
2
+$3.16M
3
+$2.77M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.15M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$2.07M

Sector Composition

1 Technology 1.67%
2 Healthcare 1.2%
3 Consumer Discretionary 0.96%
4 Energy 0.55%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.82%
36,998
27
$991K 0.79%
14,104
+2,031
28
$990K 0.78%
3,513
29
$977K 0.77%
27,507
-58,155
30
$853K 0.68%
15,139
31
$815K 0.65%
32,469
+5,950
32
$677K 0.54%
10,828
+875
33
$530K 0.42%
10,511
-22,910
34
$489K 0.39%
5,165
-250
35
$465K 0.37%
21,465
+5,507
36
$460K 0.36%
29,175
+2,190
37
$457K 0.36%
4,237
-59
38
$448K 0.36%
7,622
-140
39
$446K 0.35%
2,967
-50
40
$443K 0.35%
+9,274
41
$435K 0.34%
1,654
+818
42
$424K 0.34%
7,456
+1,640
43
$387K 0.31%
16,025
44
$385K 0.31%
6,178
+1,228
45
$379K 0.3%
2,308
-16,859
46
$369K 0.29%
7,195
+1,185
47
$360K 0.29%
1,560
-349
48
$304K 0.24%
5,438
-100
49
$302K 0.24%
11,092
-132,318
50
$301K 0.24%
4,950
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