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
$359M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.55M
3
+$1.22M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$554K
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$531K

Top Sells

1
+$1.98M
2
+$1.38M
3
+$1.14M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$833K

Sector Composition

1 Technology 0.74%
2 Financials 0.57%
3 Healthcare 0.43%
4 Industrials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.81K ﹤0.01%
53
402
$1.71K ﹤0.01%
39
403
$1.69K ﹤0.01%
12
404
$1.68K ﹤0.01%
30
405
$1.55K ﹤0.01%
40
-200
406
$1.54K ﹤0.01%
100
407
$1.47K ﹤0.01%
+51
408
$1.37K ﹤0.01%
10
409
$1.33K ﹤0.01%
8
410
$1.31K ﹤0.01%
19
411
$1.23K ﹤0.01%
100
412
$1.21K ﹤0.01%
100
413
$1.17K ﹤0.01%
108
+24
414
$1.01K ﹤0.01%
97
415
$972 ﹤0.01%
80
416
$965 ﹤0.01%
+14
417
$956 ﹤0.01%
15
418
$911 ﹤0.01%
+10
419
$910 ﹤0.01%
13
420
$906 ﹤0.01%
66
421
$902 ﹤0.01%
28
422
$879 ﹤0.01%
17
423
$729 ﹤0.01%
109
424
$714 ﹤0.01%
600
425
$645 ﹤0.01%
128
15 16
17
18 19