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
$378M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.56M
3
+$1.91M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.55M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$969K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$902K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$851K

Sector Composition

1 Technology 0.78%
2 Financials 0.52%
3 Healthcare 0.42%
4 Industrials 0.28%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$31K 0.01%
146
+113
202
$30.1K 0.01%
307
+35
203
$29.9K 0.01%
166
-30
204
$29.2K 0.01%
1,831
-1,453
205
$28.5K 0.01%
215
206
$28.4K 0.01%
190
207
$27.9K 0.01%
658
208
$27.7K 0.01%
+348
209
$27.5K 0.01%
124
+104
210
$27K 0.01%
323
+274
211
$26.4K 0.01%
326
212
$26.3K 0.01%
220
-180
213
$25.3K 0.01%
+944
214
$25.2K 0.01%
235
-200
215
$24.8K 0.01%
77
216
$24.7K 0.01%
178
217
$23.8K 0.01%
904
218
$23.8K 0.01%
586
219
$23.7K 0.01%
199
220
$23.5K 0.01%
455
+440
221
$23.3K 0.01%
376
222
$23.3K 0.01%
204
223
$23.1K 0.01%
1,005
224
$23K 0.01%
441
-900
225
$22.9K 0.01%
2,500
7 8
9
10 11