IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$7.87M
3
+$6M
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$4.18M
5
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$2.65M

Top Sells

1
+$4.05M
2
+$2.41M
3
+$1.31M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$866K

Sector Composition

1 Technology 0.62%
2 Healthcare 0.37%
3 Consumer Staples 0.22%
4 Industrials 0.22%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5K ﹤0.01%
246
327
$5K ﹤0.01%
198
328
$5K ﹤0.01%
264
329
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45
330
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84
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33
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125
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16
-7
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$5K ﹤0.01%
95
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$5K ﹤0.01%
188
336
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$5K ﹤0.01%
100
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$5K ﹤0.01%
94
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$5K ﹤0.01%
167
340
$5K ﹤0.01%
+135
341
$5K ﹤0.01%
10
342
$5K ﹤0.01%
765
343
$4K ﹤0.01%
400
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+340
345
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40
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30
347
$4K ﹤0.01%
130
-200
348
$4K ﹤0.01%
90
349
$4K ﹤0.01%
+157
350
$4K ﹤0.01%
127
12 13
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