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
$378M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.56M
3
+$1.91M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.55M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$969K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$902K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$851K

Sector Composition

1 Technology 0.78%
2 Financials 0.52%
3 Healthcare 0.42%
4 Industrials 0.28%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$39.1K 0.01%
148
177
$38.5K 0.01%
305
178
$38.4K 0.01%
842
179
$38.1K 0.01%
257
180
$37.8K 0.01%
431
181
$37K 0.01%
161
+81
182
$36.8K 0.01%
243
183
$36.2K 0.01%
810
184
$35.4K 0.01%
292
185
$34.9K 0.01%
2,306
-986
186
$34.9K 0.01%
938
-762
187
$34.8K 0.01%
154
+21
188
$34.7K 0.01%
700
+380
189
$34.4K 0.01%
200
190
$34.1K 0.01%
349
191
$33.4K 0.01%
1,000
192
$33.4K 0.01%
75
193
$33K 0.01%
380
+40
194
$32.9K 0.01%
+674
195
$32.7K 0.01%
640
196
$32.4K 0.01%
552
197
$31.8K 0.01%
158
198
$31.7K 0.01%
150
+30
199
$31.5K 0.01%
2,196
200
$31.3K 0.01%
142
+8
6 7
8
9 10