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
$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%
10
427
$1K ﹤0.01%
27
428
$1K ﹤0.01%
9
429
$1K ﹤0.01%
100
430
$1K ﹤0.01%
8
431
$1K ﹤0.01%
+150
432
$1K ﹤0.01%
+50
433
$0 ﹤0.01%
18
434
– –
-5,963
435
– –
-94
436
– –
-624
437
$0 ﹤0.01%
2
438
$0 ﹤0.01%
7
439
$0 ﹤0.01%
4
-38
440
– –
-8
441
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-3
442
– –
-512
443
– –
-12
444
– –
-16
445
– –
-833
446
– –
-69
447
$0 ﹤0.01%
6
448
$0 ﹤0.01%
+1
449
– –
-10
450
– –
-2,229
16 17
18
19 20