IWP

Innova Wealth Partners Portfolio holdings

AUM $198M
1-Year Est. Return 20.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$4.24M
3
+$4.18M
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$3.71M
5
SVIX icon
-1x Short VIX Futures ETF
SVIX
+$3.06M

Top Sells

1
+$11.4M
2
+$8.8M
3
+$4.95M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.08M
5
GLD icon
SPDR Gold Trust
GLD
+$2.14M

Sector Composition

1 Technology 4.45%
2 Healthcare 2.04%
3 Financials 1.73%
4 Consumer Discretionary 1.09%
5 Consumer Staples 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$489K 0.29%
1,686
-78
52
$487K 0.29%
8,240
-97
53
$480K 0.28%
30,035
+444
54
$458K 0.27%
3,000
+126
55
$451K 0.27%
1,398
+378
56
$445K 0.26%
+7,068
57
$430K 0.25%
10,360
-7,214
58
$419K 0.25%
4,375
-93,100
59
$417K 0.25%
3,157
60
$401K 0.24%
2,269
61
$400K 0.24%
824
+103
62
$395K 0.23%
2,051
+55
63
$393K 0.23%
1,107
+64
64
$390K 0.23%
2,451
+389
65
$386K 0.23%
876
-18
66
$382K 0.22%
1,042
67
$382K 0.22%
3,906
68
$368K 0.22%
16,276
-1,000
69
$353K 0.21%
806
70
$343K 0.2%
6,920
+34
71
$332K 0.2%
8,640
-422
72
$329K 0.19%
446
+24
73
$318K 0.19%
9,188
-6,424
74
$317K 0.19%
1,789
+230
75
$311K 0.18%
+1,440
1 2
3
4 5