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
$318M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$2.16M
3
+$1.91M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.76M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.36M

Top Sells

1
+$976K
2
+$915K
3
+$886K
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$636K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$345K

Sector Composition

1 Technology 0.76%
2 Healthcare 0.37%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$24K 0.01%
546
202
$24K 0.01%
505
203
$24K 0.01%
632
204
$24K 0.01%
1,239
205
$24K 0.01%
495
206
$24K 0.01%
586
207
$23K 0.01%
904
208
$23K 0.01%
1,058
209
$23K 0.01%
2,711
210
$23K 0.01%
1,110
211
$23K 0.01%
425
212
$23K 0.01%
879
213
$22K 0.01%
472
+162
214
$22K 0.01%
330
+200
215
$22K 0.01%
155
216
$21K 0.01%
512
217
$21K 0.01%
+656
218
$21K 0.01%
45
219
$21K 0.01%
189
220
$21K 0.01%
178
221
$20K 0.01%
527
222
$20K 0.01%
200
223
$20K 0.01%
256
224
$20K 0.01%
128
225
$20K 0.01%
80
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