IWP
Innova Wealth Partners Portfolio holdings
AUM
$198M
1-Year Est. Return
20.18%
This Fund
S&P 500
1 Year Est. Return
+20.18%
AUM
$185M
AUM Growth
+$15M
(+8.8%)
Holding
134
Top Buys
| 1 | +$5.66M | |
| 2 | +$3.88M | |
| 3 | +$3.81M | |
| 4 |
Cummins
CMI
|
+$1.04M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$967K |
Top Sells
| 1 | +$5.11M | |
| 2 | +$4.59M | |
| 3 | +$2.75M | |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$2.38M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$1.67M |
Sector Composition
| 1 | Technology | 5.1% |
| 2 | Healthcare | 2.47% |
| 3 | Financials | 1.84% |
| 4 | Consumer Staples | 1.23% |
| 5 | Energy | 1.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
YieldMax Ultra Option Income Strategy ETF
ULTY
$935M
| $180K | 0.1% |
3,284
-3,784
|
|
||
127
Coupang
CPNG
$37.1B
| – | – |
0
|
|
||
128
CSX Corp
CSX
$73.8B
| – | – |
0
|
|
||
129
Qualcomm
QCOM
$139B
| – | – |
-2,451
|
|
||
130
Vanguard Short-Term Treasury ETF
VGSH
$27.9B
| – | – |
-4,049
|
|
||
131
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.7B
| – | – |
-56,680
|
|
||
132
Deutsche Bank
DB
$56.9B
| – | – |
0
|
|
||
133
Grab
GRAB
$15.4B
| – | – |
0
|
|
||
134
Moody's
MCO
$77.3B
| – | – |
-407
|
|