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
$378M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.56M
3
+$1.91M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.55M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$969K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$902K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$851K

Sector Composition

1 Technology 0.78%
2 Financials 0.52%
3 Healthcare 0.42%
4 Industrials 0.28%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22.7K 0.01%
939
+381
227
$22.2K 0.01%
235
228
$21.9K 0.01%
1,165
-500
229
$21.7K 0.01%
200
230
$21.6K 0.01%
45
231
$21.6K 0.01%
155
232
$21.5K 0.01%
726
233
$21.4K 0.01%
335
234
$21.3K 0.01%
182
235
$21K 0.01%
1,239
236
$21K 0.01%
370
237
$20.9K 0.01%
400
238
$20.6K 0.01%
233
239
$20.3K 0.01%
243
240
$20.2K 0.01%
104
-77
241
$20K 0.01%
+1,068
242
$19.6K 0.01%
433
+9
243
$19.6K 0.01%
1,064
+6
244
$19.5K 0.01%
50
245
$19.5K 0.01%
44
-72
246
$18.4K ﹤0.01%
387
247
$18.4K ﹤0.01%
100
248
$18.4K ﹤0.01%
275
-200
249
$18.1K ﹤0.01%
83
250
$18K ﹤0.01%
1,000
8 9
10
11 12