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
$306M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.71M
3
+$5.99M
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$3.84M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.47M

Top Sells

1
+$3.67M
2
+$2.21M
3
+$1.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.03M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$856K

Sector Composition

1 Technology 0.62%
2 Healthcare 0.37%
3 Consumer Staples 0.22%
4 Industrials 0.22%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K ﹤0.01%
158
252
$12K ﹤0.01%
+204
253
$12K ﹤0.01%
269
+5
254
$12K ﹤0.01%
310
-162
255
$12K ﹤0.01%
529
+8
256
$12K ﹤0.01%
40
257
$12K ﹤0.01%
246
258
$12K ﹤0.01%
196
259
$12K ﹤0.01%
252
260
$12K ﹤0.01%
300
261
$12K ﹤0.01%
50
262
$12K ﹤0.01%
100
263
$12K ﹤0.01%
200
+100
264
$12K ﹤0.01%
200
265
$12K ﹤0.01%
685
266
$11K ﹤0.01%
351
267
$11K ﹤0.01%
62
268
$11K ﹤0.01%
387
269
$11K ﹤0.01%
927
270
$11K ﹤0.01%
26
271
$11K ﹤0.01%
50
272
$11K ﹤0.01%
200
273
$11K ﹤0.01%
200
274
$11K ﹤0.01%
778
275
$10K ﹤0.01%
100
9 10
11
12 13