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
$378M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.56M
3
+$1.91M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.55M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$969K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$902K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$851K

Sector Composition

1 Technology 0.78%
2 Financials 0.52%
3 Healthcare 0.42%
4 Industrials 0.28%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6.94K ﹤0.01%
400
352
$6.93K ﹤0.01%
100
353
$6.91K ﹤0.01%
112
354
$6.8K ﹤0.01%
125
355
$6.74K ﹤0.01%
927
356
$6.64K ﹤0.01%
1,100
357
$6.57K ﹤0.01%
185
358
$6.52K ﹤0.01%
153
359
$6.46K ﹤0.01%
167
360
$6.33K ﹤0.01%
200
361
$6.32K ﹤0.01%
100
362
$6.29K ﹤0.01%
200
363
$6.28K ﹤0.01%
122
364
$6.25K ﹤0.01%
28
365
$6.15K ﹤0.01%
25
366
$6.05K ﹤0.01%
67
367
$6.03K ﹤0.01%
88
368
$5.82K ﹤0.01%
40
369
$5.76K ﹤0.01%
80
370
$5.12K ﹤0.01%
1,000
371
$5.07K ﹤0.01%
140
+40
372
$5.05K ﹤0.01%
250
373
$4.86K ﹤0.01%
188
374
$4.8K ﹤0.01%
+296
375
$4.69K ﹤0.01%
160
13 14
15
16 17