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
$114M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.86M
3
+$4.83M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.77M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.75M

Top Sells

1
+$20.2M
2
+$4.54M
3
+$4.34M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$3.56M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.34M

Sector Composition

1 Healthcare 1.94%
2 Technology 1.69%
3 Energy 1.16%
4 Consumer Staples 0.69%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$217K 0.19%
+2,279
52
$213K 0.19%
+810
53
$148K 0.13%
1,940
+803
54
– –
-2,100
55
– –
-10,000
56
– –
-1,670
57
– –
-779
58
– –
-120
59
– –
-992
60
– –
0
1 2
3