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
276
$9K ﹤0.01%
765
277
$9K ﹤0.01%
255
+5
278
$9K ﹤0.01%
189
279
$9K ﹤0.01%
33
280
$9K ﹤0.01%
160
281
$9K ﹤0.01%
100
282
$9K ﹤0.01%
37
283
$8K ﹤0.01%
76
284
$8K ﹤0.01%
927
-2,846
285
$8K ﹤0.01%
185
-174
286
$8K ﹤0.01%
94
287
$8K ﹤0.01%
85
288
$8K ﹤0.01%
234
289
$8K ﹤0.01%
100
290
$8K ﹤0.01%
887
291
$8K ﹤0.01%
+150
292
$8K ﹤0.01%
48
293
$7K ﹤0.01%
+28
294
$7K ﹤0.01%
140
295
$7K ﹤0.01%
36
296
$7K ﹤0.01%
+105
297
$7K ﹤0.01%
231
-150
298
$7K ﹤0.01%
275
299
$7K ﹤0.01%
385
300
$7K ﹤0.01%
39
10 11
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