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
$306M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.71M
3
+$5.99M
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$3.84M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.47M

Top Sells

1
+$3.67M
2
+$2.21M
3
+$1.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.03M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$856K

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%
10
327
$5K ﹤0.01%
+135
328
$5K ﹤0.01%
167
329
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94
330
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100
331
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211
332
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188
333
$5K ﹤0.01%
95
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16
-7
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$5K ﹤0.01%
125
336
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33
337
$5K ﹤0.01%
84
338
$5K ﹤0.01%
45
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$5K ﹤0.01%
264
340
$5K ﹤0.01%
198
341
$5K ﹤0.01%
246
342
$5K ﹤0.01%
132
-270
343
$4K ﹤0.01%
16
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$4K ﹤0.01%
86
+10
345
$4K ﹤0.01%
29
346
$4K ﹤0.01%
198
347
$4K ﹤0.01%
234
348
$4K ﹤0.01%
266
349
$4K ﹤0.01%
275
350
$4K ﹤0.01%
200
12 13
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15 16