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
$306M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.71M
3
+$5.99M
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$3.84M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.47M

Top Sells

1
+$3.67M
2
+$2.21M
3
+$1.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.03M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$856K

Sector Composition

1 Technology 0.62%
2 Healthcare 0.37%
3 Consumer Staples 0.22%
4 Industrials 0.22%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$37K 0.01%
1,500
-1,400
152
$37K 0.01%
241
-25
153
$36K 0.01%
148
-4
154
$36K 0.01%
216
+10
155
$36K 0.01%
405
156
$35K 0.01%
166
157
$35K 0.01%
596
158
$35K 0.01%
228
-4
159
$34K 0.01%
374
+1
160
$34K 0.01%
171
161
$34K 0.01%
945
-450
162
$33K 0.01%
1,219
+960
163
$33K 0.01%
640
164
$33K 0.01%
246
165
$32K 0.01%
740
166
$31K 0.01%
367
167
$31K 0.01%
2,500
168
$30K 0.01%
151
169
$29K 0.01%
+3,349
170
$28K 0.01%
446
171
$28K 0.01%
215
-188
172
$27K 0.01%
552
173
$27K 0.01%
352
+17
174
$27K 0.01%
476
175
$27K 0.01%
158
5 6
7
8 9