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
$312M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$1.82M
3
+$1.67M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.45M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.31M

Top Sells

1
+$2.18M
2
+$1.69M
3
+$1.09M
4
JSMD icon
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
+$960K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$889K

Sector Composition

1 Technology 0.68%
2 Healthcare 0.32%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$57K 0.02%
403
127
$56K 0.02%
356
128
$56K 0.02%
204
+1
129
$56K 0.02%
1,028
+10
130
$54K 0.02%
789
-170
131
$53K 0.02%
1,022
-290
132
$52K 0.02%
371
133
$52K 0.02%
232
+1
134
$50K 0.02%
527
135
$50K 0.02%
200
-34
136
$49K 0.02%
140
+40
137
$49K 0.02%
+839
138
$48K 0.02%
104
139
$48K 0.02%
2,500
140
$48K 0.02%
264
141
$47K 0.02%
740
-66
142
$47K 0.02%
2,534
-213
143
$46K 0.01%
2,191
-402
144
$45K 0.01%
1,199
145
$45K 0.01%
417
+50
146
$44K 0.01%
842
147
$43K 0.01%
575
+426
148
$43K 0.01%
298
149
$42K 0.01%
339
150
$42K 0.01%
+833
4 5
6
7 8