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
$378M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.56M
3
+$1.91M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.55M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$969K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$902K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$851K

Sector Composition

1 Technology 0.78%
2 Financials 0.52%
3 Healthcare 0.42%
4 Industrials 0.28%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$790 ﹤0.01%
10
427
$743 ﹤0.01%
66
428
$738 ﹤0.01%
200
429
$662 ﹤0.01%
6
430
$632 ﹤0.01%
128
+28
431
$626 ﹤0.01%
29
432
$587 ﹤0.01%
27
433
$465 ﹤0.01%
6
434
$453 ﹤0.01%
61
435
$425 ﹤0.01%
125
436
$407 ﹤0.01%
5
437
$368 ﹤0.01%
4
438
$332 ﹤0.01%
7
439
$324 ﹤0.01%
5
440
$270 ﹤0.01%
4
441
$184 ﹤0.01%
4
442
$160 ﹤0.01%
+30
443
$147 ﹤0.01%
19
444
$121 ﹤0.01%
+3
445
$94 ﹤0.01%
18
446
$74 ﹤0.01%
5
447
$69 ﹤0.01%
+1
448
$51 ﹤0.01%
2
449
$45 ﹤0.01%
4
450
$26 ﹤0.01%
12
+1
16 17
18
19 20