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
$141M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.19M
3
+$2.96M
4
GLD icon
SPDR Gold Trust
GLD
+$2.55M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.93M

Top Sells

1
+$5.25M
2
+$3.04M
3
+$2.73M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.15M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.03M

Sector Composition

1 Technology 1.83%
2 Healthcare 1.4%
3 Consumer Discretionary 1.32%
4 Energy 0.72%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.79%
36,998
27
$996K 0.7%
14,877
+773
28
$851K 0.6%
15,139
29
$828K 0.59%
32,909
+440
30
$687K 0.49%
11,003
+175
31
$589K 0.42%
2,092
+438
32
$574K 0.41%
4,237
33
$565K 0.4%
37,595
+8,420
34
$526K 0.37%
4,655
-510
35
$511K 0.36%
9,274
36
$510K 0.36%
6,684
-772
37
$502K 0.36%
2,892
-75
38
$476K 0.34%
7,787
+165
39
$454K 0.32%
21,146
-319
40
$452K 0.32%
5,432
-746
41
$402K 0.28%
16,025
42
$387K 0.27%
1,400
-160
43
$384K 0.27%
7,495
+300
44
$352K 0.25%
4,814
+1,218
45
$348K 0.25%
+6,625
46
$330K 0.23%
796
47
$328K 0.23%
14,815
+3,815
48
$326K 0.23%
7,400
+425
49
$314K 0.22%
4,700
-250
50
$310K 0.22%
853
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