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
$359M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.55M
3
+$1.22M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$554K
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$531K

Top Sells

1
+$1.98M
2
+$1.38M
3
+$1.14M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$833K

Sector Composition

1 Technology 0.74%
2 Financials 0.57%
3 Healthcare 0.43%
4 Industrials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$507K 0.14%
13,547
-400
52
$485K 0.14%
18,179
-998
53
$465K 0.13%
21,212
+10,196
54
$460K 0.13%
1,314
55
$434K 0.12%
12,422
56
$412K 0.11%
24,444
-5,838
57
$375K 0.1%
5,177
+1,960
58
$368K 0.1%
4,574
+776
59
$365K 0.1%
1,372
-80
60
$362K 0.1%
12,620
-931
61
$346K 0.1%
6,020
-474
62
$340K 0.09%
3,608
-331
63
$338K 0.09%
6,685
+672
64
$330K 0.09%
1,868
-195
65
$309K 0.09%
786
-1,083
66
$306K 0.09%
1,817
-150
67
$293K 0.08%
5,870
-230
68
$292K 0.08%
2,754
69
$289K 0.08%
9,842
+1,017
70
$276K 0.08%
769
+101
71
$272K 0.08%
506
72
$260K 0.07%
4,000
73
$226K 0.06%
2,509
74
$214K 0.06%
9,975
75
$204K 0.06%
1,202
-145
1 2
3
4 5