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
$306M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.71M
3
+$5.99M
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$3.84M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.47M

Top Sells

1
+$3.67M
2
+$2.21M
3
+$1.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.03M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$856K

Sector Composition

1 Technology 0.62%
2 Healthcare 0.37%
3 Consumer Staples 0.22%
4 Industrials 0.22%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8K ﹤0.01%
129
302
$8K ﹤0.01%
193
303
$8K ﹤0.01%
120
304
$7K ﹤0.01%
76
305
$7K ﹤0.01%
240
306
$7K ﹤0.01%
76
307
$7K ﹤0.01%
75
-31
308
$7K ﹤0.01%
231
-123
309
$7K ﹤0.01%
17
310
$7K ﹤0.01%
180
-555
311
$7K ﹤0.01%
1,000
312
$7K ﹤0.01%
790
+405
313
$7K ﹤0.01%
200
314
$7K ﹤0.01%
+2,689
315
$7K ﹤0.01%
118
+55
316
$6K ﹤0.01%
28
317
$6K ﹤0.01%
46
318
$6K ﹤0.01%
67
-222
319
$6K ﹤0.01%
160
320
$6K ﹤0.01%
185
321
$6K ﹤0.01%
17
322
$6K ﹤0.01%
+1,000
323
$6K ﹤0.01%
25
324
$6K ﹤0.01%
+462
325
$5K ﹤0.01%
765
11 12
13
14 15