IWP
Innova Wealth Partners Portfolio holdings
AUM
$170M
This Quarter Return
+5.7%
1 Year Return
+13.42%
3 Year Return
+55.39%
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(+0.49%)
Cap. Flow
-$2.02M
Cap. Flow
% of AUM
-1.77%
Top 10 Holdings %
Top 10 Hldgs %
75.38%
Holding
63
New
9
Increased
18
Reduced
15
Closed
12
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$10.7M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$5.13M |
| 3 |
The Communication Services Select Sector SPDR Fund
XLC
|
$4.72M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$1.43M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.16M |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$4.86M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$4.83M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$4.77M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$4.75M |
| 5 |
Materials Select Sector SPDR Fund
XLB
|
$4.59M |
Sector Composition
| 1 | Technology | 2.14% |
| 2 | Healthcare | 2% |
| 3 | Energy | 1.08% |
| 4 | Consumer Discretionary | 0.81% |
| 5 | Consumer Staples | 0.68% |
