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
$306M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.71M
3
+$5.99M
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$3.84M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.47M

Top Sells

1
+$3.67M
2
+$2.21M
3
+$1.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.03M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$856K

Sector Composition

1 Technology 0.62%
2 Healthcare 0.37%
3 Consumer Staples 0.22%
4 Industrials 0.22%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
153
352
$4K ﹤0.01%
9
353
$4K ﹤0.01%
127
354
$4K ﹤0.01%
+157
355
$4K ﹤0.01%
88
356
$4K ﹤0.01%
130
-200
357
$4K ﹤0.01%
30
358
$4K ﹤0.01%
40
359
$4K ﹤0.01%
+340
360
$4K ﹤0.01%
400
361
$3K ﹤0.01%
18
362
$3K ﹤0.01%
12
363
$3K ﹤0.01%
1,000
364
$3K ﹤0.01%
15
365
$3K ﹤0.01%
36
366
$3K ﹤0.01%
20
367
$3K ﹤0.01%
15
368
$3K ﹤0.01%
102
369
$3K ﹤0.01%
477
370
$3K ﹤0.01%
55
-86
371
$3K ﹤0.01%
+200
372
$3K ﹤0.01%
39
373
$3K ﹤0.01%
42
374
$3K ﹤0.01%
34
+16
375
$3K ﹤0.01%
61
-53
13 14
15
16 17