IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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
+$1.68M
2
+$1.45M
3
+$1.13M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.09M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$654K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$552K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$397K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$335K

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%
+7
352
$2K ﹤0.01%
115
353
$1K ﹤0.01%
18
354
$1K ﹤0.01%
2
355
$1K ﹤0.01%
20
356
$1K ﹤0.01%
7
357
$1K ﹤0.01%
4
358
$1K ﹤0.01%
19
359
$1K ﹤0.01%
300
360
$1K ﹤0.01%
6
361
$1K ﹤0.01%
6
362
$1K ﹤0.01%
100
363
$1K ﹤0.01%
66
364
$1K ﹤0.01%
43
-37
365
$1K ﹤0.01%
27
366
$1K ﹤0.01%
18
367
– –
0
368
$1K ﹤0.01%
10
369
$1K ﹤0.01%
7
370
– –
-160
371
– –
-588
372
– –
-43
373
– –
-6
374
– –
-290
375
– –
-275
13 14
15
16 17