IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.45M
3
+$1.13M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.09M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$654K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$552K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$397K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$335K

Sector Composition

1 Technology 0.67%
2 Healthcare 0.41%
3 Industrials 0.29%
4 Consumer Discretionary 0.26%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K ﹤0.01%
193
227
$13K ﹤0.01%
200
228
$13K ﹤0.01%
765
229
$13K ﹤0.01%
3,000
+2,000
230
$13K ﹤0.01%
381
+150
231
$13K ﹤0.01%
100
232
$13K ﹤0.01%
295
233
$13K ﹤0.01%
60
-27
234
$13K ﹤0.01%
300
235
$13K ﹤0.01%
100
236
$13K ﹤0.01%
188
237
$12K ﹤0.01%
50
-25
238
$12K ﹤0.01%
206
-179
239
$12K ﹤0.01%
140
240
$12K ﹤0.01%
75
-35
241
$12K ﹤0.01%
+151
242
$12K ﹤0.01%
+280
243
$12K ﹤0.01%
60
-23
244
$12K ﹤0.01%
83
245
$12K ﹤0.01%
50
246
$12K ﹤0.01%
222
247
$12K ﹤0.01%
200
248
$11K ﹤0.01%
50
249
$11K ﹤0.01%
518
+4
250
$11K ﹤0.01%
17
8 9
10
11 12