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
$378M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.56M
3
+$1.91M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.55M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$969K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$902K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$851K

Sector Composition

1 Technology 0.78%
2 Financials 0.52%
3 Healthcare 0.42%
4 Industrials 0.28%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8.77K ﹤0.01%
189
327
$8.76K ﹤0.01%
75
328
$8.63K ﹤0.01%
115
329
$8.54K ﹤0.01%
17
330
$8.47K ﹤0.01%
240
331
$8.39K ﹤0.01%
78
332
$8.29K ﹤0.01%
100
333
$8.26K ﹤0.01%
193
334
$8.2K ﹤0.01%
75
335
$8.18K ﹤0.01%
351
336
$7.97K ﹤0.01%
496
337
$7.84K ﹤0.01%
108
338
$7.79K ﹤0.01%
17
339
$7.77K ﹤0.01%
3,500
340
$7.74K ﹤0.01%
329
341
$7.71K ﹤0.01%
180
342
$7.53K ﹤0.01%
118
343
$7.46K ﹤0.01%
+120
344
$7.42K ﹤0.01%
100
345
$7.37K ﹤0.01%
265
346
$7.31K ﹤0.01%
195
347
$7.25K ﹤0.01%
10
348
$7.15K ﹤0.01%
140
-70
349
$7.14K ﹤0.01%
237
-461
350
$7K ﹤0.01%
107
12 13
14
15 16