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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
$279M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.41M
3
+$1.14M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.03M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$649K

Top Sells

1
+$1.22M
2
+$1.05M
3
+$558K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$388K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$336K

Sector Composition

1 Technology 0.67%
2 Healthcare 0.41%
3 Industrials 0.29%
4 Consumer Discretionary 0.26%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
115
352
$2K ﹤0.01%
50
353
$1K ﹤0.01%
19
354
$1K ﹤0.01%
66
355
$1K ﹤0.01%
43
-37
356
$1K ﹤0.01%
27
357
$1K ﹤0.01%
18
358
– –
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359
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10
360
$1K ﹤0.01%
7
361
$1K ﹤0.01%
18
362
$1K ﹤0.01%
2
363
$1K ﹤0.01%
20
364
$1K ﹤0.01%
7
365
$1K ﹤0.01%
4
366
$1K ﹤0.01%
300
367
$1K ﹤0.01%
6
368
$1K ﹤0.01%
6
369
$1K ﹤0.01%
100
370
– –
-190
371
– –
0
372
– –
0
373
– –
-194
374
– –
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375
– –
-534
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