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
$127M
AUM Growth
+$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.86M
3
+$1.16M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$614K
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$330K

Top Sells

1
+$3.41M
2
+$1.64M
3
+$1.21M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$770K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$758K

Sector Composition

1 Technology 1.6%
2 Healthcare 0.92%
3 Consumer Discretionary 0.83%
4 Energy 0.55%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$296K 0.23%
4,950
52
$285K 0.22%
4,497
+1
53
$274K 0.22%
11,724
+49
54
$266K 0.21%
1,516
+15
55
$266K 0.21%
618
-4
56
$255K 0.2%
1,480
-20
57
$248K 0.2%
1,506
-175
58
$237K 0.19%
6,032
-150
59
$235K 0.19%
1,739
60
$234K 0.18%
735
+25
61
$232K 0.18%
12,041
62
$226K 0.18%
3,960
63
$221K 0.17%
+836
64
$204K 0.16%
+6,975
1 2
3