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
$378M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.56M
3
+$1.91M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.55M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$969K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$902K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$851K

Sector Composition

1 Technology 0.78%
2 Financials 0.52%
3 Healthcare 0.42%
4 Industrials 0.28%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$59.5K 0.02%
+469
152
$59.3K 0.02%
490
153
$56.6K 0.02%
700
154
$56.4K 0.01%
690
155
$56.1K 0.01%
376
+12
156
$54.9K 0.01%
1,086
+23
157
$54.7K 0.01%
264
158
$51.4K 0.01%
179
159
$51.4K 0.01%
1,400
-500
160
$49.1K 0.01%
149
-22
161
$48.9K 0.01%
577
+377
162
$48.5K 0.01%
1,410
-480
163
$47.1K 0.01%
285
+117
164
$46K 0.01%
2,000
165
$45K 0.01%
606
166
$44.9K 0.01%
797
167
$43.1K 0.01%
977
168
$42.8K 0.01%
682
169
$42.5K 0.01%
2,350
170
$42.4K 0.01%
389
171
$42.2K 0.01%
+444
172
$42.2K 0.01%
1,199
173
$42K 0.01%
800
174
$40.9K 0.01%
200
175
$39.6K 0.01%
1,051
-381
5 6
7
8 9