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
251
$12K ﹤0.01%
200
252
$12K ﹤0.01%
+65
253
$12K ﹤0.01%
549
254
$12K ﹤0.01%
193
255
$12K ﹤0.01%
200
256
$11K ﹤0.01%
50
257
$11K ﹤0.01%
60
258
$11K ﹤0.01%
50
259
$11K ﹤0.01%
3,000
260
$11K ﹤0.01%
17
261
$11K ﹤0.01%
364
262
$11K ﹤0.01%
50
263
$11K ﹤0.01%
222
264
$11K ﹤0.01%
160
265
$11K ﹤0.01%
280
266
$10K ﹤0.01%
111
267
$10K ﹤0.01%
75
268
$10K ﹤0.01%
870
269
$10K ﹤0.01%
112
270
$10K ﹤0.01%
17
271
$10K ﹤0.01%
172
272
$10K ﹤0.01%
320
273
$10K ﹤0.01%
70
274
$10K ﹤0.01%
123
275
$10K ﹤0.01%
193
9 10
11
12 13