IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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
326
$5K ﹤0.01%
+63
327
$5K ﹤0.01%
+89
328
$5K ﹤0.01%
36
329
$5K ﹤0.01%
400
330
$5K ﹤0.01%
+300
331
$5K ﹤0.01%
97
332
$5K ﹤0.01%
71
333
$5K ﹤0.01%
71
+67
334
$5K ﹤0.01%
91
335
$5K ﹤0.01%
30
336
$5K ﹤0.01%
+43
337
$5K ﹤0.01%
477
338
$5K ﹤0.01%
135
339
$5K ﹤0.01%
+44
340
$5K ﹤0.01%
266
341
$5K ﹤0.01%
198
342
$4K ﹤0.01%
600
343
$4K ﹤0.01%
125
344
$4K ﹤0.01%
9
345
$4K ﹤0.01%
500
346
$4K ﹤0.01%
200
347
$3K ﹤0.01%
33
348
$3K ﹤0.01%
2
349
$3K ﹤0.01%
300
350
$3K ﹤0.01%
+50
12 13
14
15 16