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
101
$69K 0.02%
797
102
$66K 0.02%
585
+103
103
$66K 0.02%
129
+12
104
$62K 0.02%
+696
105
$62K 0.02%
+214
106
$61K 0.02%
170
107
$61K 0.02%
959
+72
108
$59K 0.02%
2,153
109
$59K 0.02%
206
+20
110
$59K 0.02%
959
-214
111
$59K 0.02%
700
+27
112
$57K 0.02%
13,585
113
$56K 0.02%
229
+2
114
$55K 0.02%
1,199
115
$55K 0.02%
1,018
+16
116
$54K 0.02%
+2,350
117
$52K 0.02%
342
-140
118
$51K 0.02%
355
119
$51K 0.02%
202
+2
120
$51K 0.02%
2,500
-2,500
121
$51K 0.02%
403
+93
122
$48K 0.02%
3,773
123
$48K 0.02%
482
-36
124
$47K 0.02%
203
125
$47K 0.02%
560
3 4
5
6 7