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
$378M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.56M
3
+$1.91M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.55M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$969K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$902K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$851K

Sector Composition

1 Technology 0.78%
2 Financials 0.52%
3 Healthcare 0.42%
4 Industrials 0.28%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4.52K ﹤0.01%
80
-366
377
$4.38K ﹤0.01%
3,000
378
$4.32K ﹤0.01%
765
379
$4.23K ﹤0.01%
+3,000
380
$4.14K ﹤0.01%
+1,005
381
$4.1K ﹤0.01%
9
382
$4.08K ﹤0.01%
+51
383
$4K ﹤0.01%
35
384
$3.99K ﹤0.01%
12
385
$3.94K ﹤0.01%
275
386
$3.93K ﹤0.01%
200
387
$3.91K ﹤0.01%
200
388
$3.8K ﹤0.01%
76
389
$3.7K ﹤0.01%
100
390
$3.7K ﹤0.01%
1,000
391
$3.58K ﹤0.01%
84
392
$3.57K ﹤0.01%
1,000
393
$3.38K ﹤0.01%
+99
394
$3.31K ﹤0.01%
55
-200
395
$3.2K ﹤0.01%
17
-16
396
$3.07K ﹤0.01%
25
397
$2.96K ﹤0.01%
+14
398
$2.76K ﹤0.01%
128
-399
399
$2.71K ﹤0.01%
50
400
$2.67K ﹤0.01%
+141
14 15
16
17 18