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
51
$281K 0.09%
4,700
-131
52
$276K 0.09%
11,295
53
$252K 0.08%
2,370
-20
54
$235K 0.08%
8,000
55
$235K 0.08%
3,433
+2,826
56
$224K 0.07%
4,651
+2,999
57
$212K 0.07%
1,851
-206
58
$211K 0.07%
1,800
+750
59
$208K 0.07%
1,909
-1
60
$208K 0.07%
2,146
+223
61
$205K 0.07%
2,423
+391
62
$183K 0.06%
1,100
+60
63
$183K 0.06%
5,904
+425
64
$179K 0.06%
1,542
+268
65
$174K 0.06%
2,162
-202
66
$162K 0.05%
341
-40
67
$145K 0.05%
913
+26
68
$144K 0.05%
253
+200
69
$140K 0.04%
506
-53
70
$139K 0.04%
2,685
71
$137K 0.04%
640
72
$133K 0.04%
2,345
-95
73
$129K 0.04%
6,774
-522
74
$129K 0.04%
366
-9
75
$127K 0.04%
562
-139
1 2
3
4 5