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
$378M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.56M
3
+$1.91M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.55M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$969K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$902K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$851K

Sector Composition

1 Technology 0.78%
2 Financials 0.52%
3 Healthcare 0.42%
4 Industrials 0.28%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13.5K ﹤0.01%
272
277
$13.3K ﹤0.01%
200
-200
278
$13.2K ﹤0.01%
127
279
$13K ﹤0.01%
345
280
$12.9K ﹤0.01%
245
281
$12.9K ﹤0.01%
310
282
$12.6K ﹤0.01%
50
283
$12.6K ﹤0.01%
545
+11
284
$12.5K ﹤0.01%
495
285
$12.5K ﹤0.01%
26
286
$12.3K ﹤0.01%
50
-19
287
$12.2K ﹤0.01%
25
288
$12.2K ﹤0.01%
+67
289
$12.2K ﹤0.01%
222
290
$12.1K ﹤0.01%
136
291
$12K ﹤0.01%
300
292
$12K ﹤0.01%
351
293
$11.9K ﹤0.01%
147
+86
294
$11.8K ﹤0.01%
63
295
$11.7K ﹤0.01%
60
296
$11.7K ﹤0.01%
+57
297
$11.7K ﹤0.01%
169
+1
298
$11.7K ﹤0.01%
608
299
$11.6K ﹤0.01%
1,546
300
$11.5K ﹤0.01%
+205
10 11
12
13 14