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
$312M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$1.81M
3
+$1.68M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.39M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.3M

Top Sells

1
+$2.11M
2
+$1.63M
3
+$1.07M
4
JSMD icon
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
+$950K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$892K

Sector Composition

1 Technology 0.68%
2 Healthcare 0.32%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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-135
427
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-278
428
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0
429
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-36
430
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-105
431
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-1,445
432
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0
433
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-67
434
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-30
435
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-91
436
$0 ﹤0.01%
4
-67
437
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-50
438
$0 ﹤0.01%
7
439
$0 ﹤0.01%
2
440
– –
-150
441
$0 ﹤0.01%
18
14 15 16 17
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