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

Top Buys

1
+$8.01M
2
+$1.81M
3
+$1.68M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.39M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.3M

Top Sells

1
+$2.11M
2
+$1.63M
3
+$1.07M
4
JSMD icon
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
+$950K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$892K

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%
80
377
$2K ﹤0.01%
100
378
$2K ﹤0.01%
125
379
$2K ﹤0.01%
53
380
$2K ﹤0.01%
120
-100
381
$2K ﹤0.01%
50
382
$1K ﹤0.01%
6
383
$1K ﹤0.01%
50
384
$1K ﹤0.01%
+8
385
$1K ﹤0.01%
63
-62
386
$1K ﹤0.01%
+62
387
$1K ﹤0.01%
27
388
$1K ﹤0.01%
2
389
$1K ﹤0.01%
43
390
$1K ﹤0.01%
66
391
$1K ﹤0.01%
300
392
$1K ﹤0.01%
28
393
$1K ﹤0.01%
5
394
$1K ﹤0.01%
15
395
$1K ﹤0.01%
19
-18
396
$1K ﹤0.01%
8
397
$1K ﹤0.01%
20
398
– –
-2,535
399
$0 ﹤0.01%
5
400
– –
-263
14 15
16
17 18