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
$359M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.55M
3
+$1.22M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$554K
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$531K

Top Sells

1
+$1.98M
2
+$1.38M
3
+$1.14M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$833K

Sector Composition

1 Technology 0.74%
2 Financials 0.57%
3 Healthcare 0.43%
4 Industrials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$51.6K 0.01%
690
152
$51.3K 0.01%
577
153
$49.3K 0.01%
1,540
+130
154
$47.6K 0.01%
1,434
+34
155
$46.3K 0.01%
2,350
156
$45.5K 0.01%
285
157
$45.3K 0.01%
104
-50
158
$45.1K 0.01%
480
-146
159
$42.6K 0.01%
149
160
$41.8K 0.01%
797
161
$41K 0.01%
376
162
$40.7K 0.01%
200
163
$39.6K 0.01%
444
164
$39.5K 0.01%
1,008
-4,142
165
$38.8K 0.01%
800
166
$38.8K 0.01%
977
167
$38.3K 0.01%
148
168
$38.3K 0.01%
+2,170
169
$37.1K 0.01%
+407
170
$35.4K 0.01%
602
-80
171
$35.1K 0.01%
810
172
$34.8K 0.01%
200
173
$34.5K 0.01%
161
174
$34.5K 0.01%
305
175
$34.3K 0.01%
700
5 6
7
8 9