IWP
Innova Wealth Partners Portfolio holdings
AUM
$170M
1-Year Return
13.42%
This Quarter Return
-0.41%
1 Year Return
+13.42%
3 Year Return
+55.39%
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
+$37.2M
(+31%)
Cap. Flow
+$36.4M
Cap. Flow
% of AUM
22.95%
Top 10 Holdings %
Top 10 Hldgs %
49.45%
Holding
157
New
71
Increased
11
Reduced
6
Closed
68
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$21.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$8.65M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$8.6M |
| 4 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$6.21M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$5.65M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$12.8M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$8.69M |
| 3 |
NVIDIA
NVDA
|
$7.76M |
| 4 |
iShares US Home Construction ETF
ITB
|
$6.07M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
$5.37M |
Sector Composition
| 1 | Technology | 3.97% |
| 2 | Healthcare | 1.79% |
| 3 | Consumer Discretionary | 1.45% |
| 4 | Consumer Staples | 1.13% |
| 5 | Financials | 0.9% |
