IWP
Innova Wealth Partners Portfolio holdings
AUM
$170M
This Quarter Return
-0.46%
1 Year Return
+13.42%
3 Year Return
+55.39%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(-0.54%)
Cap. Flow
+$118K
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
51.74%
Holding
68
New
4
Increased
33
Reduced
16
Closed
2
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.31M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.69M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.16M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.64M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.21M |
Top Sells
Sector Composition
| 1 | Technology | 1.67% |
| 2 | Healthcare | 1.2% |
| 3 | Consumer Discretionary | 0.96% |
| 4 | Energy | 0.55% |
| 5 | Consumer Staples | 0.55% |
