IWP
Innova Wealth Partners Portfolio holdings
AUM
$170M
This Quarter Return
+6.28%
1 Year Return
+13.42%
3 Year Return
+55.39%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+7.9%)
Cap. Flow
+$2.43M
Cap. Flow
% of AUM
1.92%
Top 10 Holdings %
Top 10 Hldgs %
47.4%
Holding
64
New
4
Increased
35
Reduced
17
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.36M |
| 2 |
SPDR Gold Trust
GLD
|
$2.86M |
| 3 |
iShares Select U.S. REIT ETF
ICF
|
$1.16M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$614K |
| 5 |
ProShares UltraPro S&P 500
UPRO
|
$330K |
Top Sells
Sector Composition
| 1 | Technology | 1.6% |
| 2 | Healthcare | 0.92% |
| 3 | Consumer Discretionary | 0.83% |
| 4 | Energy | 0.55% |
| 5 | Consumer Staples | 0.54% |
