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
101
$82K 0.03%
777
102
$81K 0.03%
447
103
$81K 0.03%
137
+8
104
$80K 0.03%
1,871
105
$80K 0.03%
362
+99
106
$79K 0.02%
319
+19
107
$78K 0.02%
1,165
108
$74K 0.02%
793
109
$74K 0.02%
593
110
$74K 0.02%
2,900
111
$73K 0.02%
+1,996
112
$71K 0.02%
1,785
113
$71K 0.02%
568
+2
114
$70K 0.02%
419
-88
115
$67K 0.02%
700
116
$66K 0.02%
1,276
-31
117
$66K 0.02%
1,395
118
$66K 0.02%
264
119
$64K 0.02%
233
+33
120
$63K 0.02%
2,350
121
$62K 0.02%
254
+22
122
$62K 0.02%
205
+1
123
$62K 0.02%
2,229
124
$62K 0.02%
778
125
$60K 0.02%
518
+103
3 4
5
6 7