IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
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
+$8.62M
2
+$7.87M
3
+$6M
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$4.18M
5
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$2.65M

Top Sells

1
+$4.05M
2
+$2.41M
3
+$1.31M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$866K

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%
46
277
$10K ﹤0.01%
63
-7
278
$10K ﹤0.01%
373
279
$10K ﹤0.01%
100
280
$10K ﹤0.01%
620
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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