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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
401
$1K ﹤0.01%
71
402
$1K ﹤0.01%
+13
403
$1K ﹤0.01%
+15
404
$1K ﹤0.01%
7
-7
405
$1K ﹤0.01%
+81
406
$1K ﹤0.01%
19
407
$1K ﹤0.01%
15
408
$1K ﹤0.01%
+29
409
$1K ﹤0.01%
+200
410
$1K ﹤0.01%
5
411
$1K ﹤0.01%
28
412
$1K ﹤0.01%
600
413
$1K ﹤0.01%
+171
414
$1K ﹤0.01%
+26
415
$1K ﹤0.01%
42
416
$1K ﹤0.01%
2
-25
417
$1K ﹤0.01%
100
418
$1K ﹤0.01%
+52
419
$1K ﹤0.01%
+56
420
$1K ﹤0.01%
80
421
$1K ﹤0.01%
10
422
$1K ﹤0.01%
+15
423
$1K ﹤0.01%
2
-2
424
$1K ﹤0.01%
16
425
$1K ﹤0.01%
8
15 16
17
18 19