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
$306M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.71M
3
+$5.99M
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$3.84M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.47M

Top Sells

1
+$3.67M
2
+$2.21M
3
+$1.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.03M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$856K

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%
+11
402
$1K ﹤0.01%
63
403
$1K ﹤0.01%
15
404
$1K ﹤0.01%
+29
405
$1K ﹤0.01%
+200
406
$1K ﹤0.01%
5
407
$1K ﹤0.01%
28
408
$1K ﹤0.01%
600
409
$1K ﹤0.01%
+171
410
$1K ﹤0.01%
+26
411
$1K ﹤0.01%
42
412
$1K ﹤0.01%
+16
413
$1K ﹤0.01%
2
-25
414
$1K ﹤0.01%
100
415
$1K ﹤0.01%
+15
416
$1K ﹤0.01%
+52
417
$1K ﹤0.01%
+56
418
$1K ﹤0.01%
80
419
$1K ﹤0.01%
10
420
$1K ﹤0.01%
+15
421
$1K ﹤0.01%
+12
422
$1K ﹤0.01%
66
423
$1K ﹤0.01%
2
-2
424
$1K ﹤0.01%
16
425
$1K ﹤0.01%
6
-5
15 16
17
18 19