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
$318M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$2.16M
3
+$1.91M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.76M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.36M

Top Sells

1
+$976K
2
+$915K
3
+$886K
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$636K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$345K

Sector Composition

1 Technology 0.76%
2 Healthcare 0.37%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
439
+246
227
$20K 0.01%
402
+120
228
$19K 0.01%
94
229
$19K 0.01%
1,000
230
$19K 0.01%
94
231
$19K 0.01%
362
232
$19K 0.01%
176
233
$18K 0.01%
200
234
$18K 0.01%
416
235
$18K 0.01%
1,000
236
$18K 0.01%
326
237
$18K 0.01%
71
+11
238
$18K 0.01%
400
239
$17K 0.01%
158
+82
240
$17K 0.01%
+576
241
$17K 0.01%
200
-400
242
$16K 0.01%
36
+11
243
$16K 0.01%
351
244
$16K 0.01%
260
+90
245
$16K 0.01%
252
246
$16K 0.01%
295
247
$16K 0.01%
200
248
$16K 0.01%
149
249
$16K 0.01%
420
250
$15K ﹤0.01%
387
8 9
10
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