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
$359M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.55M
3
+$1.22M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$554K
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$531K

Top Sells

1
+$1.98M
2
+$1.38M
3
+$1.14M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$833K

Sector Composition

1 Technology 0.74%
2 Financials 0.57%
3 Healthcare 0.43%
4 Industrials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9.44K ﹤0.01%
555
+305
302
$9.42K ﹤0.01%
+135
303
$9.39K ﹤0.01%
222
304
$9.24K ﹤0.01%
294
+6
305
$9.14K ﹤0.01%
76
306
$9.1K ﹤0.01%
+170
307
$9.1K ﹤0.01%
336
+196
308
$8.95K ﹤0.01%
60
309
$8.91K ﹤0.01%
355
310
$8.85K ﹤0.01%
200
311
$8.69K ﹤0.01%
37
312
$8.69K ﹤0.01%
17
313
$8.63K ﹤0.01%
189
314
$8.54K ﹤0.01%
85
315
$8.54K ﹤0.01%
180
316
$8.54K ﹤0.01%
518
317
$8.49K ﹤0.01%
127
318
$8.49K ﹤0.01%
496
319
$8.48K ﹤0.01%
115
320
$8.47K ﹤0.01%
927
321
$8.34K ﹤0.01%
144
322
$8.28K ﹤0.01%
870
323
$8.23K ﹤0.01%
118
-1,807
324
$8.23K ﹤0.01%
1,511
+43
325
$8.18K ﹤0.01%
137
+29
11 12
13
14 15