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
$312M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$1.82M
3
+$1.67M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.45M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.31M

Top Sells

1
+$2.18M
2
+$1.69M
3
+$1.09M
4
JSMD icon
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
+$960K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$889K

Sector Composition

1 Technology 0.68%
2 Healthcare 0.32%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.65%
54,579
-9,467
27
$1.74M 0.56%
26,692
+501
28
$1.72M 0.55%
64,173
+489
29
$1.71M 0.55%
58,347
+23,537
30
$1.64M 0.52%
24,226
-21
31
$1.6M 0.51%
53,991
+2,403
32
$1.47M 0.47%
11,001
-219
33
$1.46M 0.47%
6,040
-602
34
$1.27M 0.41%
15,592
-163
35
$946K 0.3%
12,850
+51
36
$838K 0.27%
4,720
-53
37
$820K 0.26%
+12,944
38
$801K 0.26%
+19,027
39
$793K 0.25%
19,122
+2,757
40
$787K 0.25%
12,185
+9,314
41
$567K 0.18%
13,166
-85
42
$546K 0.18%
13,916
+1,188
43
$485K 0.16%
9,390
-2,347
44
$425K 0.14%
1,912
+180
45
$415K 0.13%
6,760
+4,618
46
$411K 0.13%
1,344
-180
47
$370K 0.12%
1,099
+800
48
$343K 0.11%
6,621
+538
49
$298K 0.1%
3,223
-108
50
$293K 0.09%
7,963
+1,102
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