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
$359M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.55M
3
+$1.22M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$554K
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$531K

Top Sells

1
+$1.98M
2
+$1.38M
3
+$1.14M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$833K

Sector Composition

1 Technology 0.74%
2 Financials 0.57%
3 Healthcare 0.43%
4 Industrials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$114K 0.03%
2,519
-1,474
102
$111K 0.03%
648
+56
103
$107K 0.03%
6,282
-708
104
$103K 0.03%
896
105
$99.8K 0.03%
640
106
$96.9K 0.03%
140
107
$92K 0.03%
400
+20
108
$88.9K 0.02%
937
-112
109
$87.1K 0.02%
1,831
-199
110
$86.4K 0.02%
2,468
-290
111
$85.8K 0.02%
2,464
+177
112
$82.3K 0.02%
1,085
113
$81.5K 0.02%
2,144
114
$81.2K 0.02%
1,824
-330
115
$79.6K 0.02%
2,800
+735
116
$79.6K 0.02%
1,057
-40
117
$78.9K 0.02%
328
118
$78.7K 0.02%
156
119
$78.6K 0.02%
1,710
120
$76.5K 0.02%
2,040
121
$74.5K 0.02%
3,529
+611
122
$73K 0.02%
+1,276
123
$72.5K 0.02%
1,871
124
$72.2K 0.02%
985
125
$71.3K 0.02%
5,085
+106
3 4
5
6 7