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
$312M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$1.82M
3
+$1.67M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.45M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.31M

Top Sells

1
+$2.18M
2
+$1.69M
3
+$1.09M
4
JSMD icon
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
+$960K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$889K

Sector Composition

1 Technology 0.68%
2 Healthcare 0.32%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
100
377
$2K ﹤0.01%
80
378
$2K ﹤0.01%
33
379
$2K ﹤0.01%
115
380
$2K ﹤0.01%
24
-12
381
$2K ﹤0.01%
300
382
$1K ﹤0.01%
20
383
$1K ﹤0.01%
8
384
$1K ﹤0.01%
19
-18
385
$1K ﹤0.01%
15
386
$1K ﹤0.01%
5
387
$1K ﹤0.01%
28
388
$1K ﹤0.01%
300
389
$1K ﹤0.01%
6
390
$1K ﹤0.01%
66
391
$1K ﹤0.01%
43
392
$1K ﹤0.01%
2
393
$1K ﹤0.01%
27
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$1K ﹤0.01%
+62
395
$1K ﹤0.01%
63
-62
396
$1K ﹤0.01%
+8
397
$1K ﹤0.01%
50
398
$0 ﹤0.01%
18
399
– –
-150
400
$0 ﹤0.01%
2
14 15
16
17 18