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
$281M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$1.54M
3
+$1.23M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.14M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$995K

Top Sells

1
+$3.18M
2
+$2.22M
3
+$1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$601K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$389K

Sector Composition

1 Technology 0.63%
2 Consumer Staples 0.41%
3 Healthcare 0.38%
4 Industrials 0.27%
5 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
163
+2
227
$14K 0.01%
196
-238
228
$14K 0.01%
100
229
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60
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$14K 0.01%
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$14K 0.01%
248
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50
234
$14K 0.01%
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$14K 0.01%
282
236
$13K ﹤0.01%
200
237
$13K ﹤0.01%
206
238
$13K ﹤0.01%
75
239
$13K ﹤0.01%
295
240
$13K ﹤0.01%
300
241
$13K ﹤0.01%
26
-42
242
$13K ﹤0.01%
188
243
$13K ﹤0.01%
96
+20
244
$13K ﹤0.01%
52
245
$12K ﹤0.01%
140
246
$12K ﹤0.01%
60
247
$12K ﹤0.01%
518
248
$12K ﹤0.01%
+278
249
$12K ﹤0.01%
+149
250
$12K ﹤0.01%
496
8 9
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