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
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