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
51
$182K 0.07%
2,340
-112
52
$176K 0.06%
1,978
53
$175K 0.06%
2,032
54
$173K 0.06%
764
-235
55
$161K 0.06%
5,069
+788
56
$161K 0.06%
8,000
57
$157K 0.06%
1,258
58
$154K 0.06%
3,220
59
$150K 0.05%
1,115
-881
60
$147K 0.05%
342
+1
61
$142K 0.05%
1,205
62
$138K 0.05%
887
+17
63
$136K 0.05%
2,520
-260
64
$134K 0.05%
640
-27
65
$132K 0.05%
+2,788
66
$129K 0.05%
953
67
$127K 0.05%
7,296
68
$122K 0.04%
+1,882
69
$121K 0.04%
526
+100
70
$121K 0.04%
415
-80
71
$121K 0.04%
5,558
-580
72
$112K 0.04%
914
73
$110K 0.04%
1,050
-390
74
$103K 0.04%
1,822
+400
75
$101K 0.04%
612
1 2
3
4 5