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
$312M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$1.82M
3
+$1.67M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.45M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.31M

Top Sells

1
+$2.18M
2
+$1.69M
3
+$1.09M
4
JSMD icon
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
+$960K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$889K

Sector Composition

1 Technology 0.68%
2 Healthcare 0.32%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7K ﹤0.01%
+50
327
$7K ﹤0.01%
185
328
$7K ﹤0.01%
231
329
$7K ﹤0.01%
385
330
$7K ﹤0.01%
30
+23
331
$7K ﹤0.01%
+260
332
$7K ﹤0.01%
133
-150
333
$7K ﹤0.01%
50
334
$7K ﹤0.01%
887
335
$6K ﹤0.01%
240
+200
336
$6K ﹤0.01%
927
337
$6K ﹤0.01%
234
338
$6K ﹤0.01%
95
339
$6K ﹤0.01%
16
340
$6K ﹤0.01%
153
341
$6K ﹤0.01%
33
342
$6K ﹤0.01%
200
343
$5K ﹤0.01%
20
344
$5K ﹤0.01%
167
345
$5K ﹤0.01%
275
346
$5K ﹤0.01%
39
347
$5K ﹤0.01%
84
348
$5K ﹤0.01%
100
349
$5K ﹤0.01%
88
350
$5K ﹤0.01%
198
12 13
14
15 16