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
$359M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.55M
3
+$1.22M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$554K
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$531K

Top Sells

1
+$1.98M
2
+$1.38M
3
+$1.14M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$833K

Sector Composition

1 Technology 0.74%
2 Financials 0.57%
3 Healthcare 0.43%
4 Industrials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$33.3K 0.01%
75
177
$33.3K 0.01%
257
178
$33.3K 0.01%
124
179
$33K 0.01%
999
-200
180
$32.1K 0.01%
842
181
$32K 0.01%
154
182
$32K 0.01%
146
183
$31.9K 0.01%
271
+36
184
$31.6K 0.01%
292
185
$31.5K 0.01%
640
186
$30.8K 0.01%
158
187
$30.4K 0.01%
938
188
$30.4K 0.01%
314
-75
189
$29.9K 0.01%
552
190
$29.6K 0.01%
326
191
$28.8K 0.01%
220
192
$28.2K 0.01%
340
-40
193
$28.1K 0.01%
523
+68
194
$28.1K 0.01%
298
-51
195
$27.8K 0.01%
522
+81
196
$27.7K 0.01%
215
197
$27.3K 0.01%
801
-250
198
$27.2K 0.01%
2,576
+2,427
199
$27.1K 0.01%
658
200
$26.9K 0.01%
190
6 7
8
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