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
$359M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.55M
3
+$1.22M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$554K
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$531K

Top Sells

1
+$1.98M
2
+$1.38M
3
+$1.14M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$833K

Sector Composition

1 Technology 0.74%
2 Financials 0.57%
3 Healthcare 0.43%
4 Industrials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.8K 0.01%
83
227
$19.8K 0.01%
400
228
$19.5K 0.01%
50
229
$19.4K 0.01%
335
230
$19.2K 0.01%
1,403
+238
231
$19.2K 0.01%
228
+161
232
$18.6K 0.01%
441
+8
233
$18K 0.01%
162
-37
234
$17.9K 0.01%
420
-1,030
235
$17.5K ﹤0.01%
295
236
$17.5K ﹤0.01%
299
+24
237
$17.3K ﹤0.01%
1,000
238
$17.3K ﹤0.01%
100
239
$16.8K ﹤0.01%
+200
240
$16.5K ﹤0.01%
885
241
$16.5K ﹤0.01%
86
+72
242
$16.3K ﹤0.01%
800
243
$16.2K ﹤0.01%
158
244
$16.1K ﹤0.01%
489
+69
245
$15.8K ﹤0.01%
95
246
$15.6K ﹤0.01%
1,064
247
$15.5K ﹤0.01%
456
248
$15.3K ﹤0.01%
+163
249
$15.3K ﹤0.01%
60
250
$15.3K ﹤0.01%
30
+5
8 9
10
11 12