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
$312M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$1.82M
3
+$1.67M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.45M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.31M

Top Sells

1
+$2.18M
2
+$1.69M
3
+$1.09M
4
JSMD icon
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
+$960K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$889K

Sector Composition

1 Technology 0.68%
2 Healthcare 0.32%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$30K 0.01%
3,685
+54
177
$30K 0.01%
168
+43
178
$30K 0.01%
260
179
$30K 0.01%
385
180
$29K 0.01%
300
181
$28K 0.01%
136
+100
182
$28K 0.01%
108
-33
183
$28K 0.01%
446
184
$28K 0.01%
1,285
-171
185
$27K 0.01%
40
186
$27K 0.01%
1,311
187
$26K 0.01%
+505
188
$26K 0.01%
180
-60
189
$26K 0.01%
+2,711
190
$26K 0.01%
425
191
$26K 0.01%
+513
192
$26K 0.01%
155
193
$26K 0.01%
+546
194
$26K 0.01%
200
195
$25K 0.01%
+632
196
$25K 0.01%
+1,110
197
$25K 0.01%
+1,239
198
$25K 0.01%
235
199
$25K 0.01%
+495
200
$25K 0.01%
586
6 7
8
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