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
$109M
AUM Growth
-$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$4.25M
3
+$1.27M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.08M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$246K

Top Sells

1
+$4.77M
2
+$4.07M
3
+$3.37M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.2M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$1.15M

Sector Composition

1 Technology 2.03%
2 Healthcare 1.83%
3 Energy 0.93%
4 Consumer Discretionary 0.89%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,065
52
– –
-12,604
53
– –
-66,698
54
– –
-9,859
1 2
3