IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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
+$1.68M
2
+$1.45M
3
+$1.13M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.09M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$654K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$552K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$397K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$335K

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%
125
302
$7K ﹤0.01%
200
-100
303
$7K ﹤0.01%
41
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%
+79
314
$5K ﹤0.01%
266
-659
315
$5K ﹤0.01%
+16
316
$5K ﹤0.01%
200
317
$5K ﹤0.01%
100
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$5K ﹤0.01%
400
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$5K ﹤0.01%
120
321
$5K ﹤0.01%
600
322
$5K ﹤0.01%
91
-47
323
$5K ﹤0.01%
20
324
$4K ﹤0.01%
120
325
$4K ﹤0.01%
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