IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
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
+$8.01M
2
+$1.81M
3
+$1.68M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.39M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.3M

Top Sells

1
+$2.11M
2
+$1.63M
3
+$1.07M
4
JSMD icon
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
+$950K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$892K

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%
518
+358
127
$56K 0.02%
1,028
+10
128
$56K 0.02%
204
+1
129
$56K 0.02%
356
130
$54K 0.02%
789
-170
131
$53K 0.02%
1,022
-290
132
$52K 0.02%
232
+1
133
$52K 0.02%
371
134
$50K 0.02%
200
-34
135
$50K 0.02%
527
136
$49K 0.02%
+839
137
$49K 0.02%
140
+40
138
$48K 0.02%
264
139
$48K 0.02%
2,500
140
$48K 0.02%
104
141
$47K 0.02%
2,534
-213
142
$47K 0.02%
740
-66
143
$46K 0.01%
2,191
-402
144
$45K 0.01%
417
+50
145
$45K 0.01%
1,199
146
$44K 0.01%
842
147
$43K 0.01%
298
148
$43K 0.01%
575
+426
149
$42K 0.01%
192
150
$42K 0.01%
405
4 5
6
7 8