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
$318M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$2.16M
3
+$1.91M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.76M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.36M

Top Sells

1
+$976K
2
+$915K
3
+$886K
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$636K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$345K

Sector Composition

1 Technology 0.76%
2 Healthcare 0.37%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
+3
427
$1K ﹤0.01%
+10
428
$1K ﹤0.01%
+10
429
$1K ﹤0.01%
+9
430
$1K ﹤0.01%
66
431
$1K ﹤0.01%
+16
432
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+10
433
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+3
434
$1K ﹤0.01%
27
435
$1K ﹤0.01%
9
436
$1K ﹤0.01%
+13
437
$1K ﹤0.01%
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438
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8
439
$1K ﹤0.01%
11
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$0 ﹤0.01%
18
441
$0 ﹤0.01%
2
442
– –
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443
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444
$0 ﹤0.01%
7
445
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446
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-5,195
447
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448
– –
-2,685
449
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450
– –
-97
16 17
18
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