IWP
IAG Wealth Partners Portfolio holdings
AUM
$756M
1-Year Return
11.26%
This Quarter Return
-6.24%
1 Year Return
+11.26%
3 Year Return
+41.1%
5 Year Return
+67.66%
10 Year Return
–
AUM
$301M
AUM Growth
-$4.54M
(-1.5%)
Cap. Flow
+$14.7M
Cap. Flow
% of AUM
4.89%
Top 10 Holdings %
Top 10 Hldgs %
63.29%
Holding
488
New
36
Increased
89
Reduced
76
Closed
39
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
$2.15M |
| 2 |
PGIM Ultra Short Bond ETF
PULS
|
$2.07M |
| 3 |
JPMorgan Inflation Managed Bond ETF
JCPI
|
$1.26M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$874K |
| 5 |
Invesco MSCI USA ETF
PBUS
|
$737K |
Sector Composition
| 1 | Technology | 0.66% |
| 2 | Healthcare | 0.38% |
| 3 | Real Estate | 0.27% |
| 4 | Consumer Discretionary | 0.27% |
| 5 | Consumer Staples | 0.23% |
