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
$318M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$2.17M
3
+$1.88M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.74M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.39M

Top Sells

1
+$972K
2
+$911K
3
+$902K
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$586K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$340K

Sector Composition

1 Technology 0.76%
2 Healthcare 0.37%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
100
402
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+18
403
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+10
404
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+18
405
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80
406
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+63
407
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+6
408
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+4
409
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+11
410
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50
411
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20
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8
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415
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+63
416
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15
417
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5
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421
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125
422
$1K ﹤0.01%
+42
423
$1K ﹤0.01%
+14
424
$1K ﹤0.01%
300
425
$1K ﹤0.01%
100
15 16
17
18 19