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
76
$126K 0.04%
2,589
-511
77
$120K 0.04%
288
+200
78
$118K 0.04%
+2,235
79
$118K 0.04%
914
80
$116K 0.04%
789
+254
81
$113K 0.04%
352
+138
82
$112K 0.04%
+3,624
83
$107K 0.03%
207
84
$107K 0.03%
270
-13
85
$105K 0.03%
612
86
$98K 0.03%
1,258
87
$97K 0.03%
+4,158
88
$96K 0.03%
+889
89
$93K 0.03%
690
+3
90
$93K 0.03%
700
-171
91
$93K 0.03%
1,146
92
$92K 0.03%
+3,443
93
$91K 0.03%
209
-4
94
$90K 0.03%
777
95
$88K 0.03%
263
96
$88K 0.03%
593
+84
97
$87K 0.03%
2,508
98
$86K 0.03%
1,871
99
$86K 0.03%
129
100
$85K 0.03%
507
-38
2 3
4
5 6