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
$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%
36
277
$8K ﹤0.01%
30
278
$8K ﹤0.01%
167
279
$8K ﹤0.01%
95
280
$8K ﹤0.01%
33
+28
281
$8K ﹤0.01%
94
282
$8K ﹤0.01%
85
283
$8K ﹤0.01%
275
-50
284
$8K ﹤0.01%
552
-700
285
$8K ﹤0.01%
385
286
$8K ﹤0.01%
+234
287
$8K ﹤0.01%
100
288
$8K ﹤0.01%
320
289
$8K ﹤0.01%
150
290
$8K ﹤0.01%
20
291
$8K ﹤0.01%
+441
292
$8K ﹤0.01%
887
293
$7K ﹤0.01%
71
294
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140
+80
295
$7K ﹤0.01%
+128
296
$7K ﹤0.01%
234
297
$7K ﹤0.01%
125
298
$7K ﹤0.01%
200
-100
299
$7K ﹤0.01%
41
300
$7K ﹤0.01%
+43
10 11
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