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
$359M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.55M
3
+$1.22M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$554K
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$531K

Top Sells

1
+$1.98M
2
+$1.38M
3
+$1.14M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$833K

Sector Composition

1 Technology 0.74%
2 Financials 0.57%
3 Healthcare 0.43%
4 Industrials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6.21K ﹤0.01%
+1,900
352
$6.07K ﹤0.01%
+81
353
$6.01K ﹤0.01%
200
354
$5.95K ﹤0.01%
153
355
$5.89K ﹤0.01%
10
356
$5.88K ﹤0.01%
140
357
$5.04K ﹤0.01%
122
358
$5.03K ﹤0.01%
80
359
$5.01K ﹤0.01%
190
-75
360
$4.97K ﹤0.01%
80
361
$4.76K ﹤0.01%
28
362
$4.66K ﹤0.01%
1,000
363
$4.63K ﹤0.01%
+299
364
$4.5K ﹤0.01%
3,000
365
$4.49K ﹤0.01%
40
366
$4.41K ﹤0.01%
200
367
$4.35K ﹤0.01%
160
368
$4.14K ﹤0.01%
188
369
$4.13K ﹤0.01%
275
370
$4.11K ﹤0.01%
167
371
$3.96K ﹤0.01%
9
372
$3.96K ﹤0.01%
12
373
$3.92K ﹤0.01%
765
374
$3.81K ﹤0.01%
157
375
$3.61K ﹤0.01%
+282
13 14
15
16 17