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
$378M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.56M
3
+$1.91M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.55M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$969K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$902K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$851K

Sector Composition

1 Technology 0.78%
2 Financials 0.52%
3 Healthcare 0.42%
4 Industrials 0.28%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$84.6K 0.02%
2,287
-80
127
$80.5K 0.02%
1,710
+110
128
$78.1K 0.02%
2,040
-400
129
$76K 0.02%
3,470
+604
130
$75.8K 0.02%
1,345
+920
131
$75.8K 0.02%
985
+587
132
$75.2K 0.02%
1,871
133
$75K 0.02%
156
-39
134
$74.2K 0.02%
1,450
+1,030
135
$72K 0.02%
328
-28
136
$69.5K 0.02%
+515
137
$68.8K 0.02%
498
-100
138
$68.4K 0.02%
154
139
$67.3K 0.02%
129
140
$66.1K 0.02%
419
141
$65.2K 0.02%
615
142
$65.2K 0.02%
894
143
$65.1K 0.02%
450
+15
144
$64.2K 0.02%
2,918
145
$63.5K 0.02%
758
+189
146
$63.3K 0.02%
365
147
$63.2K 0.02%
4,979
+179
148
$61.8K 0.02%
+2,065
149
$61.5K 0.02%
778
150
$61K 0.02%
626
4 5
6
7 8