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
$159M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$8.65M
3
+$8.6M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$6.21M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.65M

Top Sells

1
+$12.8M
2
+$8.69M
3
+$7.76M
4
ITB icon
iShares US Home Construction ETF
ITB
+$6.07M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.37M

Sector Composition

1 Technology 3.97%
2 Healthcare 1.79%
3 Consumer Discretionary 1.45%
4 Consumer Staples 1.13%
5 Financials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$427K 0.27%
+46,319
52
$422K 0.27%
+1,760
53
$416K 0.26%
+2,874
54
$415K 0.26%
+1,027
55
$405K 0.26%
+1,042
56
$403K 0.25%
+17,926
57
$394K 0.25%
4,509
-99,521
58
$384K 0.24%
+2,269
59
$379K 0.24%
+1,996
60
$362K 0.23%
+4,087
61
$360K 0.23%
+3,230
62
$355K 0.22%
+834
63
$352K 0.22%
+3,900
64
$338K 0.21%
+6,886
65
$331K 0.21%
+806
66
$321K 0.2%
+1,300
67
$320K 0.2%
+3,000
68
$316K 0.2%
+7,908
69
$311K 0.2%
+984
70
$306K 0.19%
+9,062
71
$304K 0.19%
+3,600
72
$279K 0.18%
+5,375
73
$275K 0.17%
1,185
-11,260
74
$269K 0.17%
+553
75
$260K 0.16%
+12,141
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3
4 5