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

Top Buys

1
+$8.62M
2
+$7.87M
3
+$6M
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$4.18M
5
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$2.65M

Top Sells

1
+$4.05M
2
+$2.41M
3
+$1.31M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$866K

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%
9
352
$4K ﹤0.01%
153
353
$4K ﹤0.01%
200
354
$4K ﹤0.01%
275
355
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266
356
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234
357
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198
358
$4K ﹤0.01%
29
359
$4K ﹤0.01%
86
+10
360
$4K ﹤0.01%
16
361
$3K ﹤0.01%
127
362
$3K ﹤0.01%
100
363
$3K ﹤0.01%
61
-53
364
$3K ﹤0.01%
34
+16
365
$3K ﹤0.01%
42
366
$3K ﹤0.01%
39
367
$3K ﹤0.01%
+200
368
$3K ﹤0.01%
55
-86
369
$3K ﹤0.01%
477
370
$3K ﹤0.01%
102
371
$3K ﹤0.01%
15
372
$3K ﹤0.01%
20
373
$3K ﹤0.01%
36
374
$3K ﹤0.01%
15
375
$3K ﹤0.01%
1,000
13 14
15
16 17