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
$279M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.45M
3
+$1.13M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.09M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$654K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$552K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$397K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$335K

Sector Composition

1 Technology 0.67%
2 Healthcare 0.41%
3 Industrials 0.29%
4 Consumer Discretionary 0.26%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$24K 0.01%
191
177
$24K 0.01%
918
+154
178
$24K 0.01%
121
179
$24K 0.01%
400
180
$24K 0.01%
+80
181
$23K 0.01%
335
182
$23K 0.01%
472
+7
183
$23K 0.01%
586
184
$22K 0.01%
904
-805
185
$22K 0.01%
826
+3
186
$22K 0.01%
+125
187
$22K 0.01%
45
188
$21K 0.01%
53
189
$21K 0.01%
40
190
$21K 0.01%
108
191
$21K 0.01%
178
192
$20K 0.01%
71
193
$20K 0.01%
200
194
$20K 0.01%
176
195
$19K 0.01%
1,000
196
$19K 0.01%
60
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$18K 0.01%
310
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$18K 0.01%
83
199
$18K 0.01%
160
200
$18K 0.01%
310
-80
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8
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