IWP

IAG Wealth Partners Portfolio holdings

AUM $864M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
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
+$1.67M
2
+$1.41M
3
+$1.14M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.03M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$649K

Top Sells

1
+$1.22M
2
+$1.05M
3
+$558K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$388K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$336K

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
301
$7K ﹤0.01%
36
+11
302
$7K ﹤0.01%
92
303
$7K ﹤0.01%
48
304
$6K ﹤0.01%
150
305
$6K ﹤0.01%
477
306
$6K ﹤0.01%
+135
307
$6K ﹤0.01%
95
308
$6K ﹤0.01%
100
-30
309
$6K ﹤0.01%
153
310
$6K ﹤0.01%
33
311
$6K ﹤0.01%
+50
312
$6K ﹤0.01%
+195
313
$5K ﹤0.01%
91
-47
314
$5K ﹤0.01%
20
315
$5K ﹤0.01%
+79
316
$5K ﹤0.01%
266
-659
317
$5K ﹤0.01%
+16
318
$5K ﹤0.01%
200
319
$5K ﹤0.01%
100
320
$5K ﹤0.01%
198
321
$5K ﹤0.01%
400
322
$5K ﹤0.01%
120
323
$5K ﹤0.01%
600
324
$4K ﹤0.01%
+500
325
$4K ﹤0.01%
9
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