IWP
Innova Wealth Partners Portfolio holdings
AUM
$170M
This Quarter Return
+10.01%
1 Year Return
+13.42%
3 Year Return
+55.39%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.54%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$12.7M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.97M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$5.49M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$4.66M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$4.56M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.74% |
| 2 | Healthcare | 1.1% |
| 3 | Consumer Discretionary | 0.76% |
| 4 | Consumer Staples | 0.65% |
| 5 | Communication Services | 0.52% |
