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
301
$7K ﹤0.01%
33
302
$7K ﹤0.01%
200
303
$7K ﹤0.01%
+140
304
$7K ﹤0.01%
+17
305
$7K ﹤0.01%
50
306
$7K ﹤0.01%
43
307
$6K ﹤0.01%
150
308
$6K ﹤0.01%
220
+100
309
$6K ﹤0.01%
+67
310
$6K ﹤0.01%
20
311
$6K ﹤0.01%
167
312
$6K ﹤0.01%
234
313
$6K ﹤0.01%
95
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$6K ﹤0.01%
100
315
$6K ﹤0.01%
153
316
$6K ﹤0.01%
+108
317
$6K ﹤0.01%
41
318
$6K ﹤0.01%
20
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$6K ﹤0.01%
120
320
$6K ﹤0.01%
92
321
$6K ﹤0.01%
+480
322
$5K ﹤0.01%
71
323
$5K ﹤0.01%
71
+67
324
$5K ﹤0.01%
91
325
$5K ﹤0.01%
30
11 12
13
14 15