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
76
$300K 0.18%
2,870
-50
77
$288K 0.17%
1,300
78
$282K 0.17%
502
+60
79
$277K 0.16%
4,416
-24
80
$274K 0.16%
3,250
-250
81
$271K 0.16%
584
+41
82
$265K 0.16%
4,082
+88
83
$265K 0.16%
12,141
84
$250K 0.15%
253
+1
85
$250K 0.15%
4,975
-100
86
$247K 0.15%
469
+60
87
$247K 0.15%
800
88
$245K 0.14%
+1,459
89
$244K 0.14%
836
+2
90
$241K 0.14%
5,467
+106
91
$238K 0.14%
4,049
-127
92
$238K 0.14%
748
-165
93
$231K 0.14%
7,035
+100
94
$229K 0.13%
+764
95
$226K 0.13%
+13,359
96
$225K 0.13%
1,543
97
$222K 0.13%
+4,794
98
$219K 0.13%
+1,086
99
$217K 0.13%
748
+83
100
$217K 0.13%
+1,192
1 2 3
4
5