IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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
+$7.93M
2
+$7.71M
3
+$5.99M
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$3.84M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.47M

Top Sells

1
+$3.67M
2
+$2.21M
3
+$1.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.03M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$856K

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%
+12
427
$1K ﹤0.01%
66
428
$1K ﹤0.01%
2
-2
429
$1K ﹤0.01%
16
430
$1K ﹤0.01%
100
431
$1K ﹤0.01%
+150
432
$1K ﹤0.01%
+50
433
– –
-833
434
$0 ﹤0.01%
125
435
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-14
436
– –
-152
437
$0 ﹤0.01%
+2
438
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-10
439
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440
– –
-1,077
441
$0 ﹤0.01%
18
442
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-624
443
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-3
444
$0 ﹤0.01%
+4
445
– –
-549
446
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-3
447
$0 ﹤0.01%
2
-3
448
– –
0
449
– –
-500
450
– –
-2,229
16 17
18
19 20