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
76
$194K 0.05%
643
77
$189K 0.05%
1,001
-162
78
$183K 0.05%
3,200
79
$183K 0.05%
485
-4
80
$182K 0.05%
2,247
-30
81
$179K 0.05%
4,120
-640
82
$176K 0.05%
4,035
-8,528
83
$173K 0.05%
2,139
+163
84
$170K 0.05%
1,236
-1,826
85
$170K 0.05%
1,655
+35
86
$159K 0.04%
1,546
87
$158K 0.04%
2,974
-52
88
$155K 0.04%
275
89
$154K 0.04%
1,213
+29
90
$153K 0.04%
5,590
91
$145K 0.04%
997
92
$142K 0.04%
3,358
-424
93
$141K 0.04%
536
+177
94
$140K 0.04%
328
95
$137K 0.04%
6,165
-50
96
$134K 0.04%
4,423
+63
97
$131K 0.04%
838
+100
98
$121K 0.03%
811
+42
99
$119K 0.03%
1,740
100
$115K 0.03%
2,460
-225
2 3
4
5 6