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
$306M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.71M
3
+$5.99M
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$3.84M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.47M

Top Sells

1
+$3.67M
2
+$2.21M
3
+$1.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.03M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$856K

Sector Composition

1 Technology 0.62%
2 Healthcare 0.37%
3 Consumer Staples 0.22%
4 Industrials 0.22%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$151K 0.05%
1,424
-36
77
$144K 0.05%
1,580
-50
78
$130K 0.04%
8,700
79
$121K 0.04%
2,546
-43
80
$121K 0.04%
8,000
81
$120K 0.04%
660
-5
82
$119K 0.04%
2,625
+280
83
$116K 0.04%
756
+25
84
$116K 0.04%
243
-19
85
$109K 0.04%
+2,685
86
$109K 0.04%
612
-70
87
$108K 0.04%
914
88
$101K 0.03%
600
+153
89
$100K 0.03%
887
-118
90
$99K 0.03%
+2,877
91
$98K 0.03%
350
-40
92
$97K 0.03%
734
93
$95K 0.03%
210
94
$90K 0.03%
2,440
95
$86K 0.03%
314
96
$86K 0.03%
314
-2
97
$84K 0.03%
1,564
-22,281
98
$84K 0.03%
243
-116
99
$80K 0.03%
1,146
100
$77K 0.03%
3,386
+1,628
2 3
4
5 6