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
$312M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$1.82M
3
+$1.67M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.45M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.31M

Top Sells

1
+$2.18M
2
+$1.69M
3
+$1.09M
4
JSMD icon
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
+$960K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$889K

Sector Composition

1 Technology 0.68%
2 Healthcare 0.32%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
1,000
227
$20K 0.01%
191
228
$20K 0.01%
60
229
$19K 0.01%
83
230
$19K 0.01%
200
231
$19K 0.01%
100
232
$18K 0.01%
1,000
233
$18K 0.01%
252
234
$18K 0.01%
176
235
$18K 0.01%
326
236
$18K 0.01%
+130
237
$18K 0.01%
420
238
$17K 0.01%
778
+3
239
$17K 0.01%
+1,546
240
$16K 0.01%
+512
241
$16K 0.01%
310
242
$16K 0.01%
+246
243
$16K 0.01%
340
244
$16K 0.01%
135
-181
245
$16K 0.01%
114
246
$16K 0.01%
200
247
$16K 0.01%
50
248
$16K 0.01%
+157
249
$16K 0.01%
+149
250
$15K ﹤0.01%
387
8 9
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