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
$279M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.45M
3
+$1.13M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.09M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$654K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$552K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$397K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$335K

Sector Composition

1 Technology 0.67%
2 Healthcare 0.41%
3 Industrials 0.29%
4 Consumer Discretionary 0.26%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$35K 0.01%
640
152
$34K 0.01%
404
153
$34K 0.01%
+1,549
154
$34K 0.01%
68
-12
155
$33K 0.01%
166
156
$33K 0.01%
351
157
$33K 0.01%
409
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$33K 0.01%
235
+10
159
$32K 0.01%
158
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$31K 0.01%
174
+1
161
$30K 0.01%
289
+222
162
$30K 0.01%
434
+2
163
$30K 0.01%
240
+60
164
$29K 0.01%
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165
$29K 0.01%
88
166
$28K 0.01%
300
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$28K 0.01%
539
-399
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$27K 0.01%
446
+366
169
$27K 0.01%
260
-69
170
$27K 0.01%
385
-140
171
$25K 0.01%
417
172
$25K 0.01%
114
173
$25K 0.01%
235
174
$25K 0.01%
189
+89
175
$25K 0.01%
155
5 6
7
8 9