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
$359M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.55M
3
+$1.22M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$554K
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$531K

Top Sells

1
+$1.98M
2
+$1.38M
3
+$1.14M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$833K

Sector Composition

1 Technology 0.74%
2 Financials 0.57%
3 Healthcare 0.43%
4 Industrials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K ﹤0.01%
608
277
$11.9K ﹤0.01%
108
+29
278
$11.9K ﹤0.01%
170
+1
279
$11.9K ﹤0.01%
26
280
$11.7K ﹤0.01%
127
281
$11.7K ﹤0.01%
245
282
$11.6K ﹤0.01%
67
283
$11.3K ﹤0.01%
255
-55
284
$11.1K ﹤0.01%
50
285
$11.1K ﹤0.01%
205
286
$10.9K ﹤0.01%
136
287
$10.9K ﹤0.01%
1,546
288
$10.7K ﹤0.01%
63
289
$10.6K ﹤0.01%
785
290
$10.6K ﹤0.01%
156
+42
291
$10.5K ﹤0.01%
240
292
$10.4K ﹤0.01%
60
293
$10.4K ﹤0.01%
28
294
$10.3K ﹤0.01%
49
-93
295
$10.2K ﹤0.01%
40
296
$9.94K ﹤0.01%
+2,510
297
$9.89K ﹤0.01%
200
298
$9.78K ﹤0.01%
351
299
$9.72K ﹤0.01%
124
+1
300
$9.47K ﹤0.01%
188
10 11
12
13 14