IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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%
231
327
$7K ﹤0.01%
385
328
$7K ﹤0.01%
30
+23
329
$7K ﹤0.01%
+260
330
$7K ﹤0.01%
133
-150
331
$7K ﹤0.01%
50
332
$7K ﹤0.01%
887
333
$7K ﹤0.01%
28
334
$7K ﹤0.01%
+50
335
$6K ﹤0.01%
234
336
$6K ﹤0.01%
33
337
$6K ﹤0.01%
200
338
$6K ﹤0.01%
95
339
$6K ﹤0.01%
16
340
$6K ﹤0.01%
153
341
$6K ﹤0.01%
240
+200
342
$6K ﹤0.01%
927
343
$5K ﹤0.01%
20
344
$5K ﹤0.01%
41
345
$5K ﹤0.01%
39
346
$5K ﹤0.01%
167
347
$5K ﹤0.01%
275
348
$5K ﹤0.01%
84
349
$5K ﹤0.01%
100
350
$5K ﹤0.01%
89
12 13
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15 16