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
$318M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$2.16M
3
+$1.91M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.76M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.36M

Top Sells

1
+$976K
2
+$915K
3
+$886K
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$636K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$345K

Sector Composition

1 Technology 0.76%
2 Healthcare 0.37%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$59K 0.02%
1,230
+717
127
$57K 0.02%
434
+16
128
$55K 0.02%
1,110
-200
129
$55K 0.02%
246
+54
130
$55K 0.02%
403
131
$54K 0.02%
797
132
$54K 0.02%
+1,203
133
$52K 0.02%
1,030
+2
134
$52K 0.02%
2,500
135
$52K 0.02%
1,022
136
$51K 0.02%
104
137
$51K 0.02%
757
-32
138
$49K 0.02%
373
+17
139
$48K 0.02%
409
+38
140
$48K 0.02%
552
141
$48K 0.02%
404
142
$48K 0.02%
317
+75
143
$48K 0.02%
171
144
$47K 0.01%
842
145
$47K 0.01%
1,199
146
$46K 0.01%
478
-40
147
$45K 0.01%
339
148
$45K 0.01%
103
+1
149
$45K 0.01%
2,547
+13
150
$43K 0.01%
232
+36
4 5
6
7 8