IWP

IAG Wealth Partners Portfolio holdings

AUM $756M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
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%
765
227
$13K ﹤0.01%
3,000
+2,000
228
$13K ﹤0.01%
100
229
$13K ﹤0.01%
381
+150
230
$13K ﹤0.01%
295
231
$13K ﹤0.01%
60
-27
232
$13K ﹤0.01%
300
233
$13K ﹤0.01%
100
234
$13K ﹤0.01%
188
235
$13K ﹤0.01%
52
236
$13K ﹤0.01%
193
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%
60
-23
242
$12K ﹤0.01%
+151
243
$12K ﹤0.01%
83
244
$12K ﹤0.01%
50
245
$12K ﹤0.01%
222
246
$12K ﹤0.01%
200
247
$12K ﹤0.01%
+280
248
$11K ﹤0.01%
50
249
$11K ﹤0.01%
518
+4
250
$11K ﹤0.01%
17
8 9
10
11 12