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
$138M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$4.28M
3
+$3.56M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$2.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$583K

Top Sells

1
+$6.07M
2
+$2.98M
3
+$2.02M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.51M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.42M

Sector Composition

1 Technology 2.1%
2 Healthcare 1.55%
3 Consumer Discretionary 1.15%
4 Energy 0.91%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$753K 0.54%
2,078
-3,225
27
$682K 0.49%
4,208
-29
28
$679K 0.49%
11,833
+830
29
$674K 0.48%
8,155
+368
30
$583K 0.42%
+12,919
31
$505K 0.36%
9,274
32
$484K 0.35%
2,892
33
$461K 0.33%
6,268
+3,660
34
$424K 0.3%
20,102
-1,044
35
$419K 0.3%
4,405
-250
36
$409K 0.29%
6,227
+1,413
37
$407K 0.29%
2,500
+1,020
38
$401K 0.29%
1,400
39
$385K 0.28%
6,249
-8,628
40
$379K 0.27%
16,025
41
$374K 0.27%
7,910
+415
42
$359K 0.26%
6,165
+733
43
$348K 0.25%
16,685
+1,870
44
$345K 0.25%
8,098
+1,473
45
$335K 0.24%
2,058
+250
46
$329K 0.24%
4,700
47
$318K 0.23%
1,624
-468
48
$314K 0.23%
12,041
49
$314K 0.23%
873
50
$287K 0.21%
3,605
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2
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