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
$312M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$1.82M
3
+$1.67M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.45M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.31M

Top Sells

1
+$2.18M
2
+$1.69M
3
+$1.09M
4
JSMD icon
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
+$960K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$889K

Sector Composition

1 Technology 0.68%
2 Healthcare 0.32%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10K ﹤0.01%
37
302
$10K ﹤0.01%
172
303
$10K ﹤0.01%
127
+100
304
$10K ﹤0.01%
222
305
$10K ﹤0.01%
123
306
$10K ﹤0.01%
193
307
$10K ﹤0.01%
200
308
$10K ﹤0.01%
48
309
$9K ﹤0.01%
111
310
$9K ﹤0.01%
189
311
$9K ﹤0.01%
75
312
$9K ﹤0.01%
+425
313
$9K ﹤0.01%
870
314
$9K ﹤0.01%
94
315
$9K ﹤0.01%
320
316
$9K ﹤0.01%
92
317
$8K ﹤0.01%
765
318
$8K ﹤0.01%
10
+8
319
$8K ﹤0.01%
+480
320
$8K ﹤0.01%
160
321
$8K ﹤0.01%
69
+26
322
$8K ﹤0.01%
+188
323
$8K ﹤0.01%
85
324
$8K ﹤0.01%
150
325
$7K ﹤0.01%
28
11 12
13
14 15