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
$312M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$1.82M
3
+$1.67M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.45M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.31M

Top Sells

1
+$2.18M
2
+$1.69M
3
+$1.09M
4
JSMD icon
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
+$960K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$889K

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
151
$42K 0.01%
405
152
$42K 0.01%
192
153
$41K 0.01%
166
154
$41K 0.01%
3,143
155
$41K 0.01%
+731
156
$40K 0.01%
242
-261
157
$40K 0.01%
246
158
$39K 0.01%
596
159
$39K 0.01%
632
+106
160
$39K 0.01%
235
161
$38K 0.01%
131
+60
162
$38K 0.01%
357
+345
163
$37K 0.01%
152
164
$37K 0.01%
640
165
$37K 0.01%
545
166
$37K 0.01%
196
+75
167
$37K 0.01%
600
168
$36K 0.01%
404
169
$36K 0.01%
102
170
$36K 0.01%
945
-336
171
$35K 0.01%
560
172
$35K 0.01%
158
173
$34K 0.01%
134
-1
174
$32K 0.01%
409
175
$31K 0.01%
289
5 6
7
8 9