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

Top Buys

1
+$8.62M
2
+$7.87M
3
+$6M
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$4.18M
5
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$2.65M

Top Sells

1
+$4.05M
2
+$2.41M
3
+$1.31M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$866K

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
426
$1K ﹤0.01%
+150
427
$1K ﹤0.01%
+50
428
$1K ﹤0.01%
6
-5
429
$1K ﹤0.01%
10
430
$1K ﹤0.01%
27
431
$1K ﹤0.01%
18
432
$1K ﹤0.01%
100
433
– –
-624
434
$0 ﹤0.01%
2
435
$0 ﹤0.01%
7
436
$0 ﹤0.01%
4
-38
437
– –
-8
438
– –
-3
439
– –
-512
440
– –
-12
441
– –
-16
442
– –
-833
443
– –
-69
444
$0 ﹤0.01%
6
445
$0 ﹤0.01%
+1
446
– –
-10
447
– –
-2,229
448
– –
-3,443
449
$0 ﹤0.01%
125
450
– –
-11
16 17
18
19 20