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
$129M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.69M
3
+$4.23M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$2.69M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M

Top Sells

1
+$8.33M
2
+$4.02M
3
+$3.95M
4
GLD icon
SPDR Gold Trust
GLD
+$3.12M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.13M

Sector Composition

1 Technology 3.07%
2 Healthcare 2.76%
3 Energy 1.62%
4 Consumer Discretionary 1.32%
5 Consumer Staples 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$408K 0.31%
4,306
-35
52
$407K 0.31%
2,508
+599
53
$406K 0.31%
7,775
-450
54
$403K 0.31%
1,050
+254
55
$374K 0.29%
+4,140
56
$368K 0.28%
+4,325
57
$339K 0.26%
6,219
+1,848
58
$304K 0.24%
+6,434
59
$304K 0.23%
6,535
60
$300K 0.23%
1,900
61
$297K 0.23%
12,941
62
$288K 0.22%
4,319
-181
63
$277K 0.21%
3,175
64
$271K 0.21%
+6,172
65
$245K 0.19%
2,540
-200
66
$241K 0.19%
+848
67
$237K 0.18%
5,465
+52
68
$235K 0.18%
834
69
$229K 0.18%
900
70
$227K 0.18%
+499
71
$221K 0.17%
12,212
-18,584
72
$219K 0.17%
+1,791
73
$212K 0.16%
+1,060
74
$202K 0.16%
+3,725
75
$200K 0.15%
+2,495
1 2
3
4