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
$279M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.45M
3
+$1.13M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.09M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$654K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$552K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$397K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$335K

Sector Composition

1 Technology 0.67%
2 Healthcare 0.41%
3 Industrials 0.29%
4 Consumer Discretionary 0.26%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8K ﹤0.01%
20
277
$8K ﹤0.01%
+441
278
$8K ﹤0.01%
887
279
$8K ﹤0.01%
320
280
$8K ﹤0.01%
95
281
$8K ﹤0.01%
33
+28
282
$8K ﹤0.01%
94
283
$8K ﹤0.01%
85
284
$8K ﹤0.01%
275
-50
285
$8K ﹤0.01%
552
-700
286
$8K ﹤0.01%
76
287
$8K ﹤0.01%
36
288
$8K ﹤0.01%
30
289
$8K ﹤0.01%
167
290
$8K ﹤0.01%
385
291
$8K ﹤0.01%
+234
292
$8K ﹤0.01%
100
293
$7K ﹤0.01%
+43
294
$7K ﹤0.01%
36
+11
295
$7K ﹤0.01%
92
296
$7K ﹤0.01%
48
297
$7K ﹤0.01%
71
298
$7K ﹤0.01%
140
+80
299
$7K ﹤0.01%
+128
300
$7K ﹤0.01%
234
10 11
12
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