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
76
$145K 0.05%
506
77
$143K 0.05%
665
+25
78
$141K 0.04%
390
+120
79
$137K 0.04%
1,005
+92
80
$134K 0.04%
1,630
+1,580
81
$133K 0.04%
2,589
82
$131K 0.04%
366
83
$126K 0.04%
2,345
84
$121K 0.04%
682
+70
85
$118K 0.04%
731
+41
86
$118K 0.04%
557
-5
87
$117K 0.04%
914
88
$111K 0.03%
314
+40
89
$111K 0.03%
2,235
90
$108K 0.03%
210
+3
91
$108K 0.03%
734
-55
92
$107K 0.03%
+2,440
93
$95K 0.03%
316
+28
94
$91K 0.03%
317
-35
95
$90K 0.03%
889
96
$89K 0.03%
1,146
97
$88K 0.03%
1,258
98
$86K 0.03%
3,443
99
$86K 0.03%
2,622
-5,341
100
$85K 0.03%
700
2 3
4
5 6