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
$279M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.45M
3
+$1.13M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.09M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$654K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$552K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$397K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$335K

Sector Composition

1 Technology 0.67%
2 Healthcare 0.41%
3 Industrials 0.29%
4 Consumer Discretionary 0.26%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18K 0.01%
+407
202
$17K 0.01%
387
203
$17K 0.01%
244
204
$17K 0.01%
252
205
$17K 0.01%
1,000
206
$17K 0.01%
60
207
$17K 0.01%
283
+33
208
$17K 0.01%
775
209
$16K 0.01%
340
210
$16K 0.01%
414
211
$16K 0.01%
50
212
$16K 0.01%
420
213
$15K 0.01%
25
214
$15K 0.01%
359
215
$15K 0.01%
220
-153
216
$15K 0.01%
263
217
$15K 0.01%
100
-50
218
$14K 0.01%
215
219
$14K 0.01%
161
+1
220
$14K 0.01%
248
221
$14K 0.01%
326
222
$14K 0.01%
200
223
$14K 0.01%
200
224
$14K 0.01%
282
225
$13K ﹤0.01%
200
7 8
9
10 11