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
$122M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.25M
3
+$7.04M
4
ITB icon
iShares US Home Construction ETF
ITB
+$6.07M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.37M

Top Sells

1
+$9.74M
2
+$7.21M
3
+$6.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.1M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.28M

Sector Composition

1 Technology 17.63%
2 Industrials 2.9%
3 Consumer Discretionary 2.2%
4 Communication Services 1.61%
5 Energy 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.97%
1,326
+1,079
27
$1.17M 0.96%
2,388
-3,025
28
$1.09M 0.89%
+10,924
29
$1.02M 0.84%
+48,370
30
$980K 0.81%
+41,790
31
$969K 0.8%
+16,760
32
$897K 0.74%
+222,035
33
$883K 0.73%
+63,963
34
$880K 0.72%
+15,293
35
$870K 0.72%
+63,500
36
$857K 0.71%
+163,541
37
$807K 0.66%
+441,192
38
$768K 0.63%
4,120
+1,123
39
$695K 0.57%
+15,761
40
$688K 0.57%
+29,209
41
$651K 0.54%
+1,520
42
$629K 0.52%
1,098
+696
43
$592K 0.49%
+41,035
44
$583K 0.48%
+34,990
45
$583K 0.48%
2,503
-7,730
46
$560K 0.46%
+84,604
47
$548K 0.45%
+3,147
48
$510K 0.42%
+3,106
49
$509K 0.42%
+83,054
50
$452K 0.37%
+3,807
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