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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$5.97M
3
+$5.49M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.66M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.74%
2 Healthcare 1.1%
3 Consumer Discretionary 0.76%
4 Consumer Staples 0.65%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$249K 0.23%
+4,495
52
$244K 0.23%
+1,500
53
$244K 0.23%
+1,755
54
$239K 0.22%
+6,207
55
$223K 0.21%
+594
56
$210K 0.2%
+688
57
$208K 0.19%
+1,665
58
$177K 0.17%
+12,041
1 2
3