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
101
$83K 0.03%
1,165
102
$82K 0.03%
274
103
$80K 0.03%
300
104
$78K 0.03%
415
105
$77K 0.02%
1,307
+1,200
106
$76K 0.02%
447
107
$76K 0.02%
2,900
108
$75K 0.02%
1,785
+183
109
$73K 0.02%
566
+470
110
$72K 0.02%
418
111
$71K 0.02%
793
-50
112
$68K 0.02%
+5,195
113
$67K 0.02%
+2,229
114
$67K 0.02%
1,310
+1,000
115
$65K 0.02%
552
116
$65K 0.02%
696
117
$64K 0.02%
2,350
118
$64K 0.02%
778
-150
119
$64K 0.02%
+974
120
$61K 0.02%
797
121
$60K 0.02%
171
-1
122
$60K 0.02%
700
123
$60K 0.02%
1,395
124
$58K 0.02%
2,153
125
$57K 0.02%
518
+358
3 4
5
6 7