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
$279M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.45M
3
+$1.13M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.09M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$654K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$552K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$397K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$335K

Sector Composition

1 Technology 0.67%
2 Healthcare 0.41%
3 Industrials 0.29%
4 Consumer Discretionary 0.26%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4K ﹤0.01%
125
327
$4K ﹤0.01%
+500
328
$4K ﹤0.01%
300
329
$4K ﹤0.01%
97
330
$3K ﹤0.01%
50
331
$3K ﹤0.01%
50
332
$3K ﹤0.01%
+51
333
$3K ﹤0.01%
+21
334
$3K ﹤0.01%
100
335
$3K ﹤0.01%
80
336
$3K ﹤0.01%
27
337
$3K ﹤0.01%
+88
338
$3K ﹤0.01%
33
339
$3K ﹤0.01%
+2
340
$3K ﹤0.01%
75
-75
341
$3K ﹤0.01%
500
342
$2K ﹤0.01%
40
343
$2K ﹤0.01%
8
344
$2K ﹤0.01%
15
345
$2K ﹤0.01%
5
346
$2K ﹤0.01%
53
347
$2K ﹤0.01%
28
348
$2K ﹤0.01%
20
349
$2K ﹤0.01%
32
-630
350
$2K ﹤0.01%
+7
12 13
14
15 16