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
$359M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.55M
3
+$1.22M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$554K
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$531K

Top Sells

1
+$1.98M
2
+$1.38M
3
+$1.14M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$833K

Sector Composition

1 Technology 0.74%
2 Financials 0.57%
3 Healthcare 0.43%
4 Industrials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8.09K ﹤0.01%
78
327
$7.96K ﹤0.01%
351
328
$7.72K ﹤0.01%
1,720
-1,500
329
$7.66K ﹤0.01%
193
330
$7.51K ﹤0.01%
118
331
$7.43K ﹤0.01%
17
332
$7.38K ﹤0.01%
3,500
333
$7.3K ﹤0.01%
100
334
$7.28K ﹤0.01%
75
335
$7.24K ﹤0.01%
176
+172
336
$7.17K ﹤0.01%
50
-27
337
$7.15K ﹤0.01%
329
338
$7.11K ﹤0.01%
200
339
$7.1K ﹤0.01%
112
340
$6.99K ﹤0.01%
120
341
$6.68K ﹤0.01%
400
342
$6.61K ﹤0.01%
100
343
$6.5K ﹤0.01%
75
344
$6.48K ﹤0.01%
125
345
$6.38K ﹤0.01%
237
346
$6.36K ﹤0.01%
42
-54
347
$6.32K ﹤0.01%
88
348
$6.29K ﹤0.01%
+32
349
$6.28K ﹤0.01%
25
350
$6.22K ﹤0.01%
185
12 13
14
15 16