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
$378M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1 +$4.49M
2 +$3.56M
3 +$1.91M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.55M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M

Sector Composition

1 Technology 0.78%
2 Financials 0.52%
3 Healthcare 0.42%
4 Industrials 0.28%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$18K ﹤0.01%
158
252
$17K ﹤0.01%
885
253
$16.8K ﹤0.01%
259
254
$16.8K ﹤0.01%
295
255
$16.7K ﹤0.01%
800
256
$16.5K ﹤0.01%
252
257
$16.5K ﹤0.01%
95
258
$16.2K ﹤0.01%
420
+1
259
$16.1K ﹤0.01%
200
260
$15.9K ﹤0.01%
60
261
$15.8K ﹤0.01%
200
262
$15.7K ﹤0.01%
456
263
$15.5K ﹤0.01%
265
264
$15.5K ﹤0.01%
136
265
$15.2K ﹤0.01%
471
266
$15.1K ﹤0.01%
200
267
$15K ﹤0.01%
+374
268
$14.9K ﹤0.01%
+206
269
$14.9K ﹤0.01%
345
270
$14.8K ﹤0.01%
1,000
271
$14.8K ﹤0.01%
100
272
$14.5K ﹤0.01%
207
273
$14.1K ﹤0.01%
420
274
$14K ﹤0.01%
140
275
$13.6K ﹤0.01%
1,468
+48