IWP
Innova Wealth Partners Portfolio holdings
AUM
$170M
1-Year Return
13.42%
This Quarter Return
+6.68%
1 Year Return
+13.42%
3 Year Return
+55.39%
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
+$8.75M
(+5.4%)
Cap. Flow
+$1.49M
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
43%
Holding
117
New
16
Increased
48
Reduced
32
Closed
10
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
+$4.77M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$4.59M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$4.51M |
| 4 |
SPDR Dow Jones International Real Estate ETF
RWX
|
+$3.9M |
| 5 |
-1x Short VIX Futures ETF
SVIX
|
+$3.42M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$11.4M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$8.92M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
+$4.95M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.08M |
| 5 |
SPDR Gold Trust
GLD
|
+$2.16M |
Sector Composition
| 1 | Technology | 4.45% |
| 2 | Healthcare | 2.04% |
| 3 | Financials | 1.73% |
| 4 | Consumer Discretionary | 1.09% |
| 5 | Consumer Staples | 1.03% |
