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
$140M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$2.63M
3
+$2.21M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.43M
5
RSBT icon
Return Stacked Bonds & Managed Futures ETF
RSBT
+$1.09M

Top Sells

1
+$3.5M
2
+$2.25M
3
+$1.7M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.17M
5
XOM icon
Exxon Mobil
XOM
+$742K

Sector Composition

1 Technology 3.79%
2 Healthcare 2.68%
3 Consumer Staples 1.23%
4 Consumer Discretionary 1.19%
5 Energy 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$471K 0.34%
21,076
-2,500
52
$469K 0.34%
3,208
+154
53
$437K 0.31%
4,100
-550
54
$389K 0.28%
10,111
55
$389K 0.28%
4,950
+625
56
$374K 0.27%
7,411
+977
57
$359K 0.26%
1,042
-8
58
$356K 0.25%
1,760
+700
59
$345K 0.25%
6,675
-1,100
60
$314K 0.22%
+573
61
$309K 0.22%
1,976
+76
62
$297K 0.21%
+3,863
63
$295K 0.21%
4,000
-319
64
$291K 0.21%
+2,037
65
$287K 0.21%
1,300
+400
66
$282K 0.2%
12,141
-800
67
$273K 0.2%
5,634
-585
68
$264K 0.19%
+3,900
69
$263K 0.19%
3,340
+165
70
$254K 0.18%
5,535
-1,000
71
$248K 0.18%
530
+31
72
$232K 0.17%
2,540
73
$219K 0.16%
+2,211
74
$213K 0.15%
2,612
+117
75
$213K 0.15%
834
1 2
3
4