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
$378M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.56M
3
+$1.91M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.55M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$969K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$902K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$851K

Sector Composition

1 Technology 0.78%
2 Financials 0.52%
3 Healthcare 0.42%
4 Industrials 0.28%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$11.5K ﹤0.01%
77
302
$11.3K ﹤0.01%
518
303
$11.2K ﹤0.01%
96
+54
304
$11K ﹤0.01%
188
305
$10.8K ﹤0.01%
123
-186
306
$10.8K ﹤0.01%
95
307
$10.7K ﹤0.01%
28
+12
308
$10.4K ﹤0.01%
785
309
$10.4K ﹤0.01%
79
310
$10.4K ﹤0.01%
+240
311
$10.4K ﹤0.01%
60
312
$10.3K ﹤0.01%
3,220
+1,720
313
$10.1K ﹤0.01%
2,689
314
$9.64K ﹤0.01%
+286
315
$9.57K ﹤0.01%
200
-331
316
$9.55K ﹤0.01%
288
+6
317
$9.46K ﹤0.01%
85
318
$9.45K ﹤0.01%
76
319
$9.26K ﹤0.01%
114
320
$9.12K ﹤0.01%
870
321
$9.12K ﹤0.01%
355
322
$9.02K ﹤0.01%
37
323
$8.99K ﹤0.01%
40
324
$8.88K ﹤0.01%
144
325
$8.85K ﹤0.01%
127
11 12
13
14 15