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
$279M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.45M
3
+$1.13M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.09M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$654K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$552K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$397K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$335K

Sector Composition

1 Technology 0.67%
2 Healthcare 0.41%
3 Industrials 0.29%
4 Consumer Discretionary 0.26%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$47K 0.02%
500
127
$44K 0.02%
405
128
$44K 0.02%
1,281
129
$44K 0.02%
200
130
$44K 0.02%
185
131
$43K 0.02%
371
+100
132
$43K 0.02%
+3,143
133
$43K 0.02%
264
134
$42K 0.02%
842
135
$42K 0.02%
100
136
$41K 0.01%
358
137
$40K 0.01%
+740
138
$40K 0.01%
104
139
$40K 0.01%
298
+54
140
$39K 0.01%
3,579
+546
141
$39K 0.01%
2,593
142
$39K 0.01%
101
+1
143
$38K 0.01%
545
-54
144
$38K 0.01%
157
145
$38K 0.01%
600
146
$37K 0.01%
607
+145
147
$36K 0.01%
152
148
$36K 0.01%
339
149
$36K 0.01%
596
-304
150
$36K 0.01%
1,456
4 5
6
7 8