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
251
$15K ﹤0.01%
+140
252
$15K ﹤0.01%
246
253
$15K ﹤0.01%
340
254
$15K ﹤0.01%
60
255
$15K ﹤0.01%
83
256
$15K ﹤0.01%
414
257
$15K ﹤0.01%
778
258
$14K ﹤0.01%
+62
259
$14K ﹤0.01%
140
260
$14K ﹤0.01%
200
261
$14K ﹤0.01%
50
262
$14K ﹤0.01%
100
263
$14K ﹤0.01%
+100
264
$13K ﹤0.01%
200
265
$13K ﹤0.01%
76
+16
266
$13K ﹤0.01%
322
+302
267
$13K ﹤0.01%
521
268
$13K ﹤0.01%
354
269
$13K ﹤0.01%
300
270
$13K ﹤0.01%
26
271
$13K ﹤0.01%
50
-10
272
$13K ﹤0.01%
50
273
$13K ﹤0.01%
685
+385
274
$12K ﹤0.01%
88
+13
275
$12K ﹤0.01%
60
9 10
11
12 13