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
$306M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.71M
3
+$5.99M
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$3.84M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.47M

Top Sells

1
+$3.67M
2
+$2.21M
3
+$1.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.03M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$856K

Sector Composition

1 Technology 0.62%
2 Healthcare 0.37%
3 Consumer Staples 0.22%
4 Industrials 0.22%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$26K 0.01%
319
-159
177
$26K 0.01%
300
178
$25K 0.01%
2,204
+7
179
$25K 0.01%
1,311
180
$25K 0.01%
118
-22
181
$25K 0.01%
+159
182
$25K 0.01%
168
183
$24K 0.01%
260
+1
184
$24K 0.01%
220
185
$24K 0.01%
495
186
$24K 0.01%
1,285
187
$24K 0.01%
482
-28
188
$23K 0.01%
941
+37
189
$23K 0.01%
133
190
$23K 0.01%
247
191
$22K 0.01%
+559
192
$22K 0.01%
546
193
$22K 0.01%
1,272
194
$22K 0.01%
1,110
195
$22K 0.01%
233
-2
196
$22K 0.01%
420
197
$21K 0.01%
83
-64
198
$21K 0.01%
505
199
$21K 0.01%
632
200
$21K 0.01%
2,711
6 7
8
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