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
401
$2.62K ﹤0.01%
157
-500
402
$2.4K ﹤0.01%
100
403
$2.28K ﹤0.01%
11
404
$2.25K ﹤0.01%
100
405
$2.11K ﹤0.01%
30
-20
406
$2.06K ﹤0.01%
53
407
$1.77K ﹤0.01%
12
408
$1.61K ﹤0.01%
100
409
$1.55K ﹤0.01%
149
-730
410
$1.44K ﹤0.01%
100
411
$1.4K ﹤0.01%
39
412
$1.38K ﹤0.01%
+13
413
$1.28K ﹤0.01%
10
-150
414
$1.24K ﹤0.01%
+12
415
$1.2K ﹤0.01%
97
416
$1.15K ﹤0.01%
8
417
$1.07K ﹤0.01%
+17
418
$1.05K ﹤0.01%
84
-22
419
$1.03K ﹤0.01%
19
420
$1K ﹤0.01%
15
421
$998 ﹤0.01%
28
422
$930 ﹤0.01%
80
423
$912 ﹤0.01%
600
424
$899 ﹤0.01%
+150
425
$871 ﹤0.01%
109
+29
15 16
17
18 19