IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
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
+$4.02M
2
+$1.56M
3
+$1.26M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.18M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.03M

Top Sells

1
+$3.27M
2
+$2.24M
3
+$1.03M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$618K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$393K

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%
+136
305
$7K ﹤0.01%
50
306
$7K ﹤0.01%
43
307
$6K ﹤0.01%
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308
$6K ﹤0.01%
220
+100
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$6K ﹤0.01%
+67
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$6K ﹤0.01%
20
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$6K ﹤0.01%
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312
$6K ﹤0.01%
234
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$6K ﹤0.01%
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$6K ﹤0.01%
100
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$6K ﹤0.01%
153
316
$6K ﹤0.01%
+108
317
$6K ﹤0.01%
41
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$6K ﹤0.01%
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$6K ﹤0.01%
+480
320
$6K ﹤0.01%
120
321
$6K ﹤0.01%
92
322
$5K ﹤0.01%
+300
323
$5K ﹤0.01%
71
324
$5K ﹤0.01%
71
+67
325
$5K ﹤0.01%
91
11 12
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