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
$312M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$1.82M
3
+$1.67M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.45M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.31M

Top Sells

1
+$2.18M
2
+$1.69M
3
+$1.09M
4
JSMD icon
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
+$960K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$889K

Sector Composition

1 Technology 0.68%
2 Healthcare 0.32%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$25K 0.01%
178
202
$24K 0.01%
203
203
$24K 0.01%
235
+72
204
$24K 0.01%
157
-17
205
$24K 0.01%
416
-68
206
$24K 0.01%
918
207
$24K 0.01%
879
-154
208
$23K 0.01%
375
-125
209
$23K 0.01%
485
-3,212
210
$23K 0.01%
128
+58
211
$23K 0.01%
80
212
$22K 0.01%
527
213
$22K 0.01%
1,058
214
$22K 0.01%
735
+371
215
$22K 0.01%
+256
216
$22K 0.01%
45
217
$22K 0.01%
400
218
$22K 0.01%
189
219
$21K 0.01%
+94
220
$21K 0.01%
351
221
$21K 0.01%
335
222
$21K 0.01%
+94
223
$21K 0.01%
60
224
$20K 0.01%
904
225
$20K 0.01%
+362
7 8
9
10 11