IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$2.16M
3
+$1.91M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.76M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.36M

Top Sells

1
+$976K
2
+$915K
3
+$886K
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$636K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$345K

Sector Composition

1 Technology 0.76%
2 Healthcare 0.37%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 0.62%
61,909
-1,235
27
$1.94M 0.61%
57,202
+2,623
28
$1.92M 0.61%
43,914
+43,666
29
$1.54M 0.49%
26,915
+223
30
$1.54M 0.49%
23,845
-381
31
$1.52M 0.48%
24,347
+12,162
32
$1.46M 0.46%
52,371
-1,620
33
$1.43M 0.45%
56,622
-7,551
34
$1.35M 0.43%
10,908
-93
35
$1.31M 0.41%
5,749
-291
36
$1.26M 0.4%
32,522
+13,495
37
$1.25M 0.39%
21,172
+8,228
38
$1.25M 0.39%
11,655
-8,275
39
$1.13M 0.36%
15,286
-306
40
$914K 0.29%
5,233
+513
41
$780K 0.25%
20,181
+1,059
42
$742K 0.23%
10,803
-2,047
43
$655K 0.21%
11,209
+4,449
44
$547K 0.17%
12,935
-231
45
$525K 0.17%
13,916
46
$520K 0.16%
11,416
+6,765
47
$418K 0.13%
2,034
+122
48
$396K 0.12%
1,286
+187
49
$380K 0.12%
1,367
+23
50
$293K 0.09%
6,074
-547
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