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
251
$11K ﹤0.01%
496
252
$11K ﹤0.01%
364
253
$11K ﹤0.01%
70
254
$11K ﹤0.01%
160
255
$11K ﹤0.01%
123
256
$11K ﹤0.01%
193
257
$11K ﹤0.01%
100
258
$11K ﹤0.01%
+549
259
$10K ﹤0.01%
60
260
$10K ﹤0.01%
111
-33
261
$10K ﹤0.01%
+250
262
$10K ﹤0.01%
870
263
$10K ﹤0.01%
160
264
$10K ﹤0.01%
100
-50
265
$10K ﹤0.01%
112
266
$10K ﹤0.01%
172
267
$10K ﹤0.01%
39
268
$10K ﹤0.01%
+200
269
$10K ﹤0.01%
76
270
$9K ﹤0.01%
+189
271
$9K ﹤0.01%
75
272
$9K ﹤0.01%
+168
273
$9K ﹤0.01%
+17
274
$9K ﹤0.01%
37
275
$8K ﹤0.01%
76
9 10
11
12 13