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
$140M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$2.63M
3
+$2.21M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.43M
5
RSBT icon
Return Stacked Bonds & Managed Futures ETF
RSBT
+$1.09M

Top Sells

1
+$3.5M
2
+$2.25M
3
+$1.7M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.17M
5
XOM icon
Exxon Mobil
XOM
+$742K

Sector Composition

1 Technology 3.79%
2 Healthcare 2.68%
3 Consumer Staples 1.23%
4 Consumer Discretionary 1.19%
5 Energy 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 1.25%
95,383
+59,500
27
$1.73M 1.24%
57,939
+15,787
28
$1.3M 0.93%
4,868
+3,207
29
$1.27M 0.91%
18,662
-51,271
30
$1.23M 0.88%
6,762
+3,704
31
$1.05M 0.75%
11,244
+6,938
32
$1.01M 0.72%
2,026
+1,027
33
$997K 0.71%
22,709
-323
34
$968K 0.69%
12,358
-28,780
35
$967K 0.69%
1,068
36
$893K 0.64%
+9,734
37
$836K 0.6%
7,265
-6,442
38
$814K 0.58%
+38,554
39
$810K 0.58%
4,721
+81
40
$786K 0.56%
7,116
-1,254
41
$760K 0.54%
10,291
-250
42
$718K 0.51%
4,356
+1,848
43
$639K 0.46%
6,400
+779
44
$595K 0.43%
10,393
-20,508
45
$579K 0.41%
2,997
-311
46
$562K 0.4%
15,094
+475
47
$555K 0.4%
1,090
+163
48
$537K 0.38%
4,344
+204
49
$529K 0.38%
3,207
50
$508K 0.36%
11,930
+448
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