IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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
251
$15K ﹤0.01%
295
252
$15K ﹤0.01%
414
253
$15K ﹤0.01%
200
254
$14K ﹤0.01%
196
255
$14K ﹤0.01%
100
256
$14K ﹤0.01%
200
257
$14K ﹤0.01%
+514
258
$14K ﹤0.01%
282
259
$14K ﹤0.01%
+354
260
$14K ﹤0.01%
244
261
$14K ﹤0.01%
25
262
$14K ﹤0.01%
200
263
$14K ﹤0.01%
215
264
$14K ﹤0.01%
140
265
$13K ﹤0.01%
60
266
$13K ﹤0.01%
60
267
$13K ﹤0.01%
83
268
$13K ﹤0.01%
300
269
$13K ﹤0.01%
50
270
$13K ﹤0.01%
52
271
$13K ﹤0.01%
218
272
$13K ﹤0.01%
496
273
$13K ﹤0.01%
+197
274
$13K ﹤0.01%
26
275
$13K ﹤0.01%
100
9 10
11
12 13