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
251
$12K ﹤0.01%
36
+19
252
$12K ﹤0.01%
252
253
$12K ﹤0.01%
60
254
$12K ﹤0.01%
414
255
$12K ﹤0.01%
200
256
$12K ﹤0.01%
50
257
$12K ﹤0.01%
200
258
$12K ﹤0.01%
305
-26
259
$12K ﹤0.01%
420
260
$12K ﹤0.01%
685
261
$12K ﹤0.01%
351
262
$12K ﹤0.01%
260
-50
263
$12K ﹤0.01%
527
264
$12K ﹤0.01%
53
+7
265
$11K ﹤0.01%
143
266
$11K ﹤0.01%
69
+7
267
$11K ﹤0.01%
78
+58
268
$11K ﹤0.01%
387
269
$11K ﹤0.01%
246
270
$11K ﹤0.01%
50
271
$11K ﹤0.01%
200
272
$10K ﹤0.01%
36
273
$10K ﹤0.01%
273
+4
274
$10K ﹤0.01%
140
275
$10K ﹤0.01%
60
9 10
11
12 13