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
$159M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$8.65M
3
+$8.6M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$6.21M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.65M

Top Sells

1
+$12.8M
2
+$8.69M
3
+$7.76M
4
ITB icon
iShares US Home Construction ETF
ITB
+$6.07M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.37M

Sector Composition

1 Technology 3.97%
2 Healthcare 1.79%
3 Consumer Discretionary 1.45%
4 Consumer Staples 1.13%
5 Financials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 1.3%
+159,212
27
$2.06M 1.3%
+22,583
28
$1.96M 1.24%
+46,915
29
$1.82M 1.15%
+57,547
30
$1.75M 1.1%
+6,037
31
$1.72M 1.08%
+84,693
32
$1.12M 0.71%
+24,000
33
$1.09M 0.68%
+17,129
34
$885K 0.56%
+8,175
35
$851K 0.54%
4,787
+3,281
36
$821K 0.52%
+1,063
37
$807K 0.51%
+7,501
38
$796K 0.5%
+10,061
39
$786K 0.5%
+7,137
40
$731K 0.46%
+4,359
41
$716K 0.45%
+9,470
42
$686K 0.43%
+1,166
43
$681K 0.43%
3,102
-1,018
44
$606K 0.38%
4,514
-57,804
45
$557K 0.35%
+8,304
46
$534K 0.34%
+5,650
47
$512K 0.32%
+8,922
48
$497K 0.31%
+8,485
49
$480K 0.3%
+3,157
50
$455K 0.29%
+900
1
2
3 4 5