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
$159M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$8.65M
3
+$8.6M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$6.21M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.65M

Top Sells

1
+$12.8M
2
+$8.69M
3
+$7.76M
4
ITB icon
iShares US Home Construction ETF
ITB
+$6.07M
5
ACWI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,400
152
– –
-8,471
153
– –
-7,017
154
– –
-6,935
155
– –
-6,297
156
– –
-14,402
157
– –
-13,324
3 4 5 6
7