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
$359M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.55M
3
+$1.22M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$554K
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$531K

Top Sells

1
+$1.98M
2
+$1.38M
3
+$1.14M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$833K

Sector Composition

1 Technology 0.74%
2 Financials 0.57%
3 Healthcare 0.43%
4 Industrials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$26.8K 0.01%
348
202
$26.4K 0.01%
166
203
$26.4K 0.01%
130
-20
204
$26K 0.01%
454
-6,461
205
$25.9K 0.01%
204
206
$25.8K 0.01%
182
207
$25.6K 0.01%
205
+27
208
$24.9K 0.01%
77
209
$24.7K 0.01%
904
210
$24.4K 0.01%
323
211
$23.7K 0.01%
1,009
+4
212
$23.5K 0.01%
828
+102
213
$23K 0.01%
586
214
$22.6K 0.01%
425
-920
215
$22.3K 0.01%
153
-90
216
$22.1K 0.01%
233
217
$22.1K 0.01%
307
218
$22K 0.01%
1,463
-368
219
$21.8K 0.01%
45
220
$21.2K 0.01%
155
221
$21.1K 0.01%
243
222
$21.1K 0.01%
350
-26
223
$20.9K 0.01%
1,239
224
$20.8K 0.01%
235
225
$20.3K 0.01%
370
7 8
9
10 11