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
$306M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.71M
3
+$5.99M
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$3.84M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.47M

Top Sells

1
+$3.67M
2
+$2.21M
3
+$1.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.03M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$856K

Sector Composition

1 Technology 0.62%
2 Healthcare 0.37%
3 Consumer Staples 0.22%
4 Industrials 0.22%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$21K 0.01%
499
+7
202
$21K 0.01%
1,239
203
$21K 0.01%
513
-717
204
$20K 0.01%
1,058
205
$20K 0.01%
222
206
$20K 0.01%
425
207
$20K 0.01%
879
208
$20K 0.01%
586
209
$20K 0.01%
178
210
$19K 0.01%
479
-724
211
$19K 0.01%
656
212
$19K 0.01%
256
213
$19K 0.01%
275
-243
214
$18K 0.01%
326
215
$18K 0.01%
138
+10
216
$18K 0.01%
45
217
$18K 0.01%
400
218
$17K 0.01%
1,000
219
$17K 0.01%
160
-20
220
$17K 0.01%
176
221
$17K 0.01%
200
222
$16K 0.01%
200
223
$16K 0.01%
143
-140
224
$16K 0.01%
200
225
$16K 0.01%
200
7 8
9
10 11