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IWP

Innova Wealth Partners Portfolio holdings

AUM $210M
1-Year Est. Return 20.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$4.15M
3
+$3.52M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$2.11M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$610K

Top Sells

1
+$6.07M
2
+$3.11M
3
+$1.99M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.42M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.36M

Sector Composition

1 Technology 2.1%
2 Healthcare 1.55%
3 Consumer Discretionary 1.15%
4 Energy 0.91%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$287K 0.21%
4,501
+1
52
$277K 0.2%
1,564
53
$276K 0.2%
608
54
$272K 0.2%
5,252
+1,450
55
$267K 0.19%
11,648
+38
56
$266K 0.19%
1,739
57
$264K 0.19%
+5,335
58
$261K 0.19%
4,100
-2,584
59
$255K 0.19%
5,438
60
$241K 0.18%
4,075
-3,325
61
$238K 0.17%
796
62
$236K 0.17%
+10,000
63
$225K 0.16%
648
-205
64
$221K 0.16%
+13,356
65
$220K 0.16%
6,032
66
$215K 0.16%
+1,045
67
$213K 0.15%
+2,246
68
$210K 0.15%
3,945
69
$206K 0.15%
1,503
+2
70
$200K 0.15%
810
71
– –
-20,865
72
– –
-37,595
73
– –
-900
74
– –
-59,420
75
– –
-15,139
1 2
3
4