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
301
$7K ﹤0.01%
75
302
$7K ﹤0.01%
50
303
$7K ﹤0.01%
140
304
$7K ﹤0.01%
927
305
$7K ﹤0.01%
+238
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17
307
$7K ﹤0.01%
37
308
$7K ﹤0.01%
180
309
$7K ﹤0.01%
100
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$7K ﹤0.01%
2,689
311
$7K ﹤0.01%
+100
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$7K ﹤0.01%
222
313
$7K ﹤0.01%
148
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$7K ﹤0.01%
129
315
$7K ﹤0.01%
197
-161
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$7K ﹤0.01%
193
317
$7K ﹤0.01%
+370
318
$6K ﹤0.01%
60
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$6K ﹤0.01%
765
320
$6K ﹤0.01%
46
321
$6K ﹤0.01%
+195
322
$6K ﹤0.01%
67
323
$6K ﹤0.01%
167
324
$6K ﹤0.01%
231
325
$6K ﹤0.01%
185
11 12
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