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
276
$10K ﹤0.01%
300
277
$10K ﹤0.01%
26
278
$10K ﹤0.01%
877
+311
279
$10K ﹤0.01%
108
280
$10K ﹤0.01%
778
281
$10K ﹤0.01%
835
+373
282
$9K ﹤0.01%
100
283
$9K ﹤0.01%
870
284
$9K ﹤0.01%
63
285
$9K ﹤0.01%
+184
286
$9K ﹤0.01%
373
287
$9K ﹤0.01%
620
288
$8K ﹤0.01%
50
289
$8K ﹤0.01%
118
290
$8K ﹤0.01%
88
291
$8K ﹤0.01%
115
292
$8K ﹤0.01%
496
293
$8K ﹤0.01%
188
294
$8K ﹤0.01%
78
295
$8K ﹤0.01%
120
296
$7K ﹤0.01%
28
297
$7K ﹤0.01%
230
-36
298
$7K ﹤0.01%
240
299
$7K ﹤0.01%
76
300
$7K ﹤0.01%
189
10 11
12
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