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
$141M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.19M
3
+$2.96M
4
GLD icon
SPDR Gold Trust
GLD
+$2.55M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.93M

Top Sells

1
+$5.25M
2
+$3.04M
3
+$2.73M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.15M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.03M

Sector Composition

1 Technology 1.83%
2 Healthcare 1.4%
3 Consumer Discretionary 1.32%
4 Energy 0.72%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$308K 0.22%
873
+45
52
$306K 0.22%
+3,605
53
$299K 0.21%
8,399
-19,108
54
$290K 0.21%
608
55
$284K 0.2%
1,739
56
$274K 0.19%
5,438
57
$270K 0.19%
11,610
-159
58
$268K 0.19%
1,564
59
$255K 0.18%
4,500
+2
60
$250K 0.18%
12,041
61
$247K 0.17%
1,480
62
$238K 0.17%
6,032
63
$233K 0.16%
+900
64
$232K 0.16%
1,501
-15
65
$228K 0.16%
4,468
-39,877
66
$225K 0.16%
+3,802
67
$222K 0.16%
3,945
-15
68
$217K 0.15%
+810
69
$212K 0.15%
+1,808
70
$205K 0.15%
2,608
-34,788
71
– –
-10,511
72
– –
-65,592
1 2
3