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
$279M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.45M
3
+$1.13M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.09M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$654K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$552K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$397K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$335K

Sector Composition

1 Technology 0.67%
2 Healthcare 0.41%
3 Industrials 0.29%
4 Consumer Discretionary 0.26%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.55%
11,286
+58
27
$1.51M 0.54%
6,791
-1,219
28
$1.42M 0.51%
24,337
-2,012
29
$1.3M 0.47%
16,762
-912
30
$1.29M 0.46%
24,878
+2,274
31
$1.18M 0.42%
19,942
+18,390
32
$974K 0.35%
14,534
-135
33
$956K 0.34%
12,799
-1,209
34
$772K 0.28%
5,633
-27
35
$712K 0.26%
13,633
-1,032
36
$562K 0.2%
18,597
+10,934
37
$506K 0.18%
12,701
-809
38
$477K 0.17%
12,697
39
$440K 0.16%
1,618
-102
40
$319K 0.11%
1,390
-46
41
$295K 0.11%
3,433
-150
42
$288K 0.1%
2,033
43
$275K 0.1%
6,195
+274
44
$258K 0.09%
11,295
45
$234K 0.08%
2,064
-743
46
$229K 0.08%
2,390
47
$228K 0.08%
1,320
-20
48
$226K 0.08%
1,520
49
$215K 0.08%
2,754
50
$183K 0.07%
2,496
-530
1
2
3 4 5