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
$312M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$1.82M
3
+$1.67M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.45M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.31M

Top Sells

1
+$2.18M
2
+$1.69M
3
+$1.09M
4
JSMD icon
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
+$960K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$889K

Sector Composition

1 Technology 0.68%
2 Healthcare 0.32%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5K ﹤0.01%
198
352
$5K ﹤0.01%
108
353
$5K ﹤0.01%
43
354
$5K ﹤0.01%
120
355
$4K ﹤0.01%
63
356
$4K ﹤0.01%
20
357
$4K ﹤0.01%
500
358
$4K ﹤0.01%
400
359
$4K ﹤0.01%
97
360
$4K ﹤0.01%
71
361
$4K ﹤0.01%
477
362
$4K ﹤0.01%
266
363
$4K ﹤0.01%
100
364
$4K ﹤0.01%
200
365
$4K ﹤0.01%
50
-2,290
366
$3K ﹤0.01%
600
367
$3K ﹤0.01%
+200
368
$3K ﹤0.01%
100
369
$3K ﹤0.01%
9
370
$3K ﹤0.01%
50
371
$3K ﹤0.01%
300
372
$2K ﹤0.01%
125
373
$2K ﹤0.01%
300
374
$2K ﹤0.01%
50
375
$2K ﹤0.01%
120
-100
13 14
15
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