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
326
$5K ﹤0.01%
30
327
$5K ﹤0.01%
+43
328
$5K ﹤0.01%
477
329
$5K ﹤0.01%
135
330
$5K ﹤0.01%
+44
331
$5K ﹤0.01%
266
332
$5K ﹤0.01%
16
333
$5K ﹤0.01%
+84
334
$5K ﹤0.01%
100
335
$5K ﹤0.01%
107
+75
336
$5K ﹤0.01%
+63
337
$5K ﹤0.01%
+90
338
$5K ﹤0.01%
198
339
$5K ﹤0.01%
36
340
$5K ﹤0.01%
400
341
$5K ﹤0.01%
97
342
$4K ﹤0.01%
9
343
$4K ﹤0.01%
500
344
$4K ﹤0.01%
200
345
$4K ﹤0.01%
125
346
$4K ﹤0.01%
600
347
$3K ﹤0.01%
300
348
$3K ﹤0.01%
125
349
$3K ﹤0.01%
75
350
$3K ﹤0.01%
50
-100
12 13
14
15 16