IWP
Innova Wealth Partners Portfolio holdings
AUM
$170M
This Quarter Return
+5.06%
1 Year Return
+13.42%
3 Year Return
+55.39%
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
+$122M
(-13%)
Cap. Flow
-$21.1M
Cap. Flow
% of AUM
-17.37%
Top 10 Holdings %
Top 10 Hldgs %
51.16%
Holding
149
New
67
Increased
6
Reduced
12
Closed
63
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$12.8M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$9.25M |
| 3 |
NVIDIA
NVDA
|
$7.04M |
| 4 |
iShares US Home Construction ETF
ITB
|
$6.07M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
$5.37M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$9.74M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$7.21M |
| 3 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
$6.72M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.1M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$5.28M |
Sector Composition
| 1 | Technology | 17.63% |
| 2 | Industrials | 2.9% |
| 3 | Consumer Discretionary | 2.2% |
| 4 | Communication Services | 1.61% |
| 5 | Energy | 1.4% |
