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
$122M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.25M
3
+$7.04M
4
ITB icon
iShares US Home Construction ETF
ITB
+$6.07M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.37M

Top Sells

1
+$9.74M
2
+$7.21M
3
+$6.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.1M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.28M

Sector Composition

1 Technology 17.63%
2 Industrials 2.9%
3 Consumer Discretionary 2.2%
4 Communication Services 1.61%
5 Energy 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$406K 0.33%
+3,422
52
$388K 0.32%
4,292
-57,740
53
$378K 0.31%
+8,471
54
$356K 0.29%
4,294
-56,608
55
$304K 0.25%
+5,003
56
$298K 0.25%
+6,136
57
$298K 0.25%
+5,976
58
$298K 0.25%
+6,411
59
$297K 0.24%
1,506
-3,215
60
$295K 0.24%
+5,834
61
$288K 0.24%
+13,324
62
$286K 0.24%
+54,999
63
$280K 0.23%
+1,660
64
$262K 0.22%
1,310
-24,947
65
$254K 0.21%
5,599
-116,421
66
$254K 0.21%
1,872
-38,680
67
$249K 0.21%
2,588
-51,140
68
$242K 0.2%
+6,297
69
$239K 0.2%
+7,075
70
$236K 0.19%
+7,017
71
$235K 0.19%
+6,935
72
$234K 0.19%
+20,958
73
$233K 0.19%
1,372
+307
74
$221K 0.18%
+1,459
75
$216K 0.18%
+26,096
1 2
3
4 5