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
276
$10K ﹤0.01%
620
277
$10K ﹤0.01%
60
278
$10K ﹤0.01%
46
279
$10K ﹤0.01%
63
-7
280
$10K ﹤0.01%
373
281
$9K ﹤0.01%
50
282
$9K ﹤0.01%
118
283
$9K ﹤0.01%
88
284
$9K ﹤0.01%
870
285
$9K ﹤0.01%
+218
286
$9K ﹤0.01%
496
287
$9K ﹤0.01%
+566
288
$9K ﹤0.01%
108
289
$9K ﹤0.01%
78
-490
290
$8K ﹤0.01%
266
-56
291
$8K ﹤0.01%
+100
292
$8K ﹤0.01%
+189
293
$8K ﹤0.01%
425
294
$8K ﹤0.01%
50
295
$8K ﹤0.01%
140
296
$8K ﹤0.01%
115
297
$8K ﹤0.01%
37
298
$8K ﹤0.01%
188
299
$8K ﹤0.01%
222
300
$8K ﹤0.01%
148
10 11
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