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
101
$76K 0.02%
339
-27
102
$74K 0.02%
300
-19
103
$74K 0.02%
137
104
$72K 0.02%
793
105
$71K 0.02%
317
106
$70K 0.02%
1,871
107
$66K 0.02%
1,165
108
$64K 0.02%
593
109
$63K 0.02%
1,935
+150
110
$63K 0.02%
1,200
-76
111
$61K 0.02%
249
-5
112
$61K 0.02%
419
113
$61K 0.02%
778
114
$60K 0.02%
719
-58
115
$59K 0.02%
264
116
$58K 0.02%
206
+1
117
$58K 0.02%
700
118
$56K 0.02%
2,350
119
$56K 0.02%
894
+485
120
$55K 0.02%
500
-200
121
$55K 0.02%
+167
122
$53K 0.02%
626
-263
123
$53K 0.02%
1,340
+82
124
$53K 0.02%
1,795
-201
125
$52K 0.02%
1,021
-1
3 4
5
6 7