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
$119M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$1.98M
3
+$1.45M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$666K
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$382K

Top Sells

1
+$10.1M
2
+$5.73M
3
+$5.51M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.42M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.29M

Sector Composition

1 Healthcare 2.12%
2 Technology 2.1%
3 Consumer Discretionary 0.84%
4 Energy 0.84%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
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