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
$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
51
$285K 0.09%
5,963
-3,427
52
$281K 0.09%
3,178
-45
53
$252K 0.08%
4,537
-163
54
$252K 0.08%
10,605
-690
55
$252K 0.08%
+10,963
56
$251K 0.08%
2,990
+2,294
57
$249K 0.08%
3,433
58
$249K 0.08%
2,567
+197
59
$240K 0.08%
+1,432
60
$238K 0.07%
1,460
+360
61
$235K 0.07%
1,446
-354
62
$228K 0.07%
+2,754
63
$218K 0.07%
8,000
64
$209K 0.07%
6,953
+3,329
65
$203K 0.06%
2,033
-113
66
$202K 0.06%
2,423
67
$200K 0.06%
1,851
68
$183K 0.06%
1,668
+126
69
$179K 0.06%
1,786
-123
70
$171K 0.05%
2,162
71
$156K 0.05%
5,431
-473
72
$156K 0.05%
8,700
+1,926
73
$154K 0.05%
341
74
$151K 0.05%
262
+9
75
$149K 0.05%
359
+150
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3
4 5