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
$359M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.55M
3
+$1.22M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$554K
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$531K

Top Sells

1
+$1.98M
2
+$1.38M
3
+$1.14M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$833K

Sector Composition

1 Technology 0.74%
2 Financials 0.57%
3 Healthcare 0.43%
4 Industrials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$67.9K 0.02%
515
127
$65.3K 0.02%
129
128
$64.6K 0.02%
490
129
$63.6K 0.02%
419
130
$63.5K 0.02%
615
131
$62.8K 0.02%
5,056
+2,750
132
$60.7K 0.02%
1,097
-529
133
$60.6K 0.02%
264
134
$60.5K 0.02%
437
-13
135
$60.3K 0.02%
241
-98
136
$60.2K 0.02%
498
137
$59.9K 0.02%
+1,125
138
$59.4K 0.02%
758
139
$59.4K 0.02%
2,866
-604
140
$57.4K 0.02%
469
141
$57.3K 0.02%
700
142
$55.6K 0.02%
365
143
$53.7K 0.02%
179
144
$53.5K 0.01%
2,000
145
$53.3K 0.01%
778
146
$53.1K 0.01%
2,630
+434
147
$52.9K 0.01%
765
-129
148
$52.3K 0.01%
593
+162
149
$52.3K 0.01%
126
+82
150
$51.8K 0.01%
1,086
4 5
6
7 8