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
$378M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.56M
3
+$1.91M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.55M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$969K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$902K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$851K

Sector Composition

1 Technology 0.78%
2 Financials 0.52%
3 Healthcare 0.42%
4 Industrials 0.28%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$145K 0.04%
328
-161
102
$145K 0.04%
997
-200
103
$140K 0.04%
4,360
-620
104
$140K 0.04%
1,925
+1,775
105
$129K 0.03%
2,685
106
$125K 0.03%
6,990
+846
107
$122K 0.03%
738
-199
108
$115K 0.03%
640
109
$110K 0.03%
140
-25
110
$110K 0.03%
896
+81
111
$107K 0.03%
359
112
$106K 0.03%
592
+30
113
$104K 0.03%
769
+3
114
$102K 0.03%
1,049
-183
115
$100K 0.03%
2,758
116
$100K 0.03%
2,030
-1,233
117
$99.2K 0.03%
2,154
118
$95.8K 0.03%
+1,276
119
$95.7K 0.03%
+1,506
120
$90.2K 0.02%
380
-50
121
$89K 0.02%
1,626
122
$88.7K 0.02%
339
+67
123
$87K 0.02%
1,097
+1,014
124
$86.6K 0.02%
1,085
125
$86.2K 0.02%
2,144
3 4
5
6 7