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
$161M
AUM Growth
+$2.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$5.86M
3 +$4.95M
4
GLD icon
SPDR Gold Trust
GLD
+$4.6M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$2.58M

Sector Composition

1 Technology 3.55%
2 Healthcare 2.11%
3 Financials 1.43%
4 Consumer Staples 1.11%
5 Consumer Discretionary 1.11%