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
151
$42K 0.01%
627
+100
152
$42K 0.01%
833
153
$42K 0.01%
3,739
+54
154
$42K 0.01%
1,758
+840
155
$42K 0.01%
266
+31
156
$42K 0.01%
140
157
$41K 0.01%
740
158
$41K 0.01%
405
159
$39K 0.01%
152
160
$39K 0.01%
246
161
$38K 0.01%
166
162
$38K 0.01%
206
+70
163
$38K 0.01%
596
164
$38K 0.01%
731
165
$37K 0.01%
147
+16
166
$37K 0.01%
2,197
+6
167
$37K 0.01%
367
-50
168
$37K 0.01%
298
169
$37K 0.01%
3,143
170
$36K 0.01%
640
171
$36K 0.01%
357
172
$36K 0.01%
151
+17
173
$34K 0.01%
289
174
$33K 0.01%
158
175
$31K 0.01%
283
+80
5 6
7
8 9