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
$301M
AUM Growth
-$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.44M
3
+$2.15M
4
NUMG icon
Nuveen ESG Mid-Cap Growth ETF
NUMG
+$1.99M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.24M

Top Sells

1
+$2.15M
2
+$2.07M
3
+$1.26M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$874K
5
PBUS icon
Invesco MSCI USA ETF
PBUS
+$737K

Sector Composition

1 Technology 0.66%
2 Healthcare 0.38%
3 Real Estate 0.27%
4 Consumer Discretionary 0.27%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
326
227
$16K 0.01%
45
228
$16K 0.01%
80
229
$16K 0.01%
1,546
230
$15K 0.01%
1,821
-1,528
231
$15K 0.01%
200
232
$15K 0.01%
71
233
$15K 0.01%
155
234
$14K ﹤0.01%
491
+181
235
$14K ﹤0.01%
+331
236
$14K ﹤0.01%
456
237
$14K ﹤0.01%
94
238
$14K ﹤0.01%
40
239
$14K ﹤0.01%
340
240
$14K ﹤0.01%
800
-485
241
$14K ﹤0.01%
44
-123
242
$14K ﹤0.01%
50
243
$14K ﹤0.01%
200
244
$13K ﹤0.01%
196
-460
245
$13K ﹤0.01%
538
-681
246
$13K ﹤0.01%
417
+1
247
$13K ﹤0.01%
295
248
$13K ﹤0.01%
100
249
$12K ﹤0.01%
529
250
$12K ﹤0.01%
196
8 9
10
11 12