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
$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%
40
352
$4K ﹤0.01%
+340
353
$4K ﹤0.01%
400
354
$4K ﹤0.01%
16
355
$4K ﹤0.01%
275
356
$4K ﹤0.01%
198
357
$4K ﹤0.01%
234
358
$4K ﹤0.01%
266
359
$4K ﹤0.01%
200
360
$4K ﹤0.01%
153
361
$3K ﹤0.01%
18
362
$3K ﹤0.01%
12
363
$3K ﹤0.01%
20
364
$3K ﹤0.01%
15
365
$3K ﹤0.01%
39
366
$3K ﹤0.01%
42
367
$3K ﹤0.01%
34
+16
368
$3K ﹤0.01%
1,000
369
$3K ﹤0.01%
15
370
$3K ﹤0.01%
36
371
$3K ﹤0.01%
102
372
$3K ﹤0.01%
477
373
$3K ﹤0.01%
55
-86
374
$3K ﹤0.01%
+200
375
$3K ﹤0.01%
61
-53
13 14
15
16 17