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
$306M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.71M
3
+$5.99M
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$3.84M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.47M

Top Sells

1
+$3.67M
2
+$2.21M
3
+$1.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.03M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$856K

Sector Composition

1 Technology 0.62%
2 Healthcare 0.37%
3 Consumer Staples 0.22%
4 Industrials 0.22%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 0.79%
23,200
-1,124
27
$2.05M 0.67%
55,625
+912
28
$1.68M 0.55%
59,663
-2,246
29
$1.68M 0.55%
80,478
+23,856
30
$1.65M 0.54%
47,521
+33,605
31
$1.54M 0.51%
45,013
+1,099
32
$1.51M 0.49%
50,800
-6,402
33
$1.45M 0.47%
31,036
+4,121
34
$1.34M 0.44%
50,842
-1,529
35
$1.29M 0.42%
22,071
+11,268
36
$1.2M 0.39%
6,362
+613
37
$1.12M 0.37%
10,816
-92
38
$1.05M 0.35%
31,651
-871
39
$1.04M 0.34%
36,117
+33,495
40
$893K 0.29%
+10,170
41
$780K 0.26%
14,779
-9,568
42
$715K 0.23%
5,228
-5
43
$699K 0.23%
13,341
+2,132
44
$680K 0.22%
13,065
-8,107
45
$657K 0.22%
18,907
-1,274
46
$652K 0.21%
30,999
+20,036
47
$489K 0.16%
12,601
-334
48
$426K 0.14%
13,988
+13,708
49
$388K 0.13%
10,177
-96,204
50
$379K 0.12%
2,238
+204
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