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
$118M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.79M
3
+$2.74M
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$2.68M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.98M

Top Sells

1
+$3.25M
2
+$2.14M
3
+$1.98M
4
GLD icon
SPDR Gold Trust
GLD
+$1.63M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$764K

Sector Composition

1 Technology 1.56%
2 Healthcare 1.06%
3 Consumer Discretionary 0.9%
4 Consumer Staples 0.56%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$277K 0.24%
1,501
+10
52
$276K 0.23%
1,681
53
$273K 0.23%
11,675
-9,771
54
$247K 0.21%
622
+28
55
$237K 0.2%
6,182
-25
56
$236K 0.2%
1,739
-16
57
$232K 0.2%
1,500
58
$219K 0.19%
+3,960
59
$217K 0.18%
+710
60
$200K 0.17%
12,041
61
– –
-1,665
62
– –
-1,495
63
– –
-4,846
1 2
3