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
$318M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$2.16M
3
+$1.91M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.76M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.36M

Top Sells

1
+$976K
2
+$915K
3
+$886K
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$636K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$345K

Sector Composition

1 Technology 0.76%
2 Healthcare 0.37%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10K ﹤0.01%
179
+46
302
$10K ﹤0.01%
129
+6
303
$10K ﹤0.01%
280
304
$10K ﹤0.01%
50
305
$9K ﹤0.01%
46
-4
306
$9K ﹤0.01%
118
+7
307
$9K ﹤0.01%
115
+3
308
$9K ﹤0.01%
17
309
$9K ﹤0.01%
37
310
$9K ﹤0.01%
141
-31
311
$9K ﹤0.01%
+1,000
312
$9K ﹤0.01%
108
313
$9K ﹤0.01%
148
-12
314
$9K ﹤0.01%
193
315
$9K ﹤0.01%
+1,700
316
$8K ﹤0.01%
+76
317
$8K ﹤0.01%
425
318
$8K ﹤0.01%
50
319
$8K ﹤0.01%
17
320
$8K ﹤0.01%
114
321
$8K ﹤0.01%
200
322
$8K ﹤0.01%
150
323
$7K ﹤0.01%
10
324
$7K ﹤0.01%
240
325
$7K ﹤0.01%
69
11 12
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