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
$138M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$6.07M
2 +$2.98M
3 +$2.02M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.51M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.42M

Sector Composition

1 Technology 2.1%
2 Healthcare 1.55%
3 Consumer Discretionary 1.15%
4 Energy 0.91%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-900