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
376
$3K ﹤0.01%
12
377
$3K ﹤0.01%
18
378
$2K ﹤0.01%
20
379
$2K ﹤0.01%
35
380
$2K ﹤0.01%
14
381
$2K ﹤0.01%
25
382
$2K ﹤0.01%
50
383
$2K ﹤0.01%
220
+100
384
$2K ﹤0.01%
34
385
$2K ﹤0.01%
61
386
$2K ﹤0.01%
53
387
$2K ﹤0.01%
5
388
$2K ﹤0.01%
200
+100
389
$2K ﹤0.01%
+100
390
$2K ﹤0.01%
63
391
$2K ﹤0.01%
+26
392
$2K ﹤0.01%
50
393
$2K ﹤0.01%
+25
394
$2K ﹤0.01%
20
395
$1K ﹤0.01%
71
396
$1K ﹤0.01%
+13
397
$1K ﹤0.01%
+15
398
$1K ﹤0.01%
7
-7
399
$1K ﹤0.01%
+81
400
$1K ﹤0.01%
19
14 15
16
17 18