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
$129M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.69M
3
+$4.23M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$2.69M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M

Top Sells

1
+$8.33M
2
+$4.02M
3
+$3.95M
4
GLD icon
SPDR Gold Trust
GLD
+$3.12M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.13M

Sector Composition

1 Technology 3.07%
2 Healthcare 2.76%
3 Energy 1.62%
4 Consumer Discretionary 1.32%
5 Consumer Staples 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,206
77
– –
-11,447
78
– –
-1,002
79
– –
-4,516
80
– –
-125
81
– –
-4,235
1 2 3
4