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
$359M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.55M
3
+$1.22M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$554K
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$531K

Top Sells

1
+$1.98M
2
+$1.38M
3
+$1.14M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$833K

Sector Composition

1 Technology 0.74%
2 Financials 0.57%
3 Healthcare 0.43%
4 Industrials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15.2K ﹤0.01%
200
252
$15.1K ﹤0.01%
374
253
$15.1K ﹤0.01%
200
254
$15K ﹤0.01%
272
255
$14.9K ﹤0.01%
471
256
$14.9K ﹤0.01%
265
257
$14.4K ﹤0.01%
100
258
$14.3K ﹤0.01%
260
+1
259
$14.3K ﹤0.01%
387
260
$14.3K ﹤0.01%
1,000
261
$14.2K ﹤0.01%
206
262
$14.2K ﹤0.01%
196
-410
263
$14K ﹤0.01%
345
264
$14K ﹤0.01%
200
265
$13.7K ﹤0.01%
2,500
266
$13.7K ﹤0.01%
50
267
$13.4K ﹤0.01%
207
268
$13.3K ﹤0.01%
147
269
$13.1K ﹤0.01%
420
270
$12.8K ﹤0.01%
140
271
$12.6K ﹤0.01%
345
272
$12.5K ﹤0.01%
136
273
$12.2K ﹤0.01%
300
274
$12.1K ﹤0.01%
545
275
$12.1K ﹤0.01%
495
9 10
11
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