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
$318M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$2.16M
3
+$1.91M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.76M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.36M

Top Sells

1
+$976K
2
+$915K
3
+$886K
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$636K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$345K

Sector Composition

1 Technology 0.76%
2 Healthcare 0.37%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$31K 0.01%
220
+120
177
$31K 0.01%
446
178
$30K 0.01%
+476
179
$30K 0.01%
409
180
$30K 0.01%
1,311
181
$30K 0.01%
735
182
$30K 0.01%
560
183
$30K 0.01%
168
184
$29K 0.01%
1,285
185
$29K 0.01%
510
-122
186
$29K 0.01%
385
187
$28K 0.01%
+624
188
$28K 0.01%
207
+50
189
$28K 0.01%
300
190
$28K 0.01%
235
191
$27K 0.01%
133
+25
192
$27K 0.01%
1,077
-1,076
193
$27K 0.01%
420
-125
194
$27K 0.01%
247
-13
195
$26K 0.01%
259
+24
196
$26K 0.01%
492
+7
197
$25K 0.01%
+1,272
198
$25K 0.01%
180
199
$25K 0.01%
222
+31
200
$24K 0.01%
335
6 7
8
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