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
$140M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$2.63M
3
+$2.21M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.43M
5
RSBT icon
Return Stacked Bonds & Managed Futures ETF
RSBT
+$1.09M

Top Sells

1
+$3.5M
2
+$2.25M
3
+$1.7M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.17M
5
XOM icon
Exxon Mobil
XOM
+$742K

Sector Composition

1 Technology 3.79%
2 Healthcare 2.68%
3 Consumer Staples 1.23%
4 Consumer Discretionary 1.19%
5 Energy 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.15%
+1,065
77
$212K 0.15%
5,413
-52
78
$210K 0.15%
+247
79
$205K 0.15%
+2,817
80
$203K 0.15%
+402
81
$201K 0.14%
+514
82
– –
-848
83
– –
-1,791
84
– –
-6,172
85
– –
0
86
– –
-3,725
87
– –
-46,856
88
– –
-12,212
1 2 3
4