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
76
$95K 0.03%
934
77
$92K 0.03%
263
-325
78
$91K 0.03%
207
79
$87K 0.03%
545
80
$86K 0.03%
552
81
$86K 0.03%
516
+19
82
$86K 0.03%
1,165
83
$85K 0.03%
509
+119
84
$85K 0.03%
375
85
$85K 0.03%
1,146
-1,878
86
$83K 0.03%
1,871
87
$81K 0.03%
299
+15
88
$81K 0.03%
3,020
89
$79K 0.03%
284
90
$79K 0.03%
1,445
91
$77K 0.03%
555
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92
$77K 0.03%
1,745
93
$76K 0.03%
946
+300
94
$75K 0.03%
2,218
-1
95
$73K 0.03%
1,602
+139
96
$71K 0.03%
418
97
$71K 0.03%
179
-9
98
$70K 0.03%
300
99
$70K 0.03%
928
100
$69K 0.02%
527
2 3
4
5 6