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
326
$6K ﹤0.01%
1,000
327
$6K ﹤0.01%
518
+318
328
$6K ﹤0.01%
13
+4
329
$6K ﹤0.01%
112
-88
330
$6K ﹤0.01%
200
331
$6K ﹤0.01%
118
332
$6K ﹤0.01%
25
333
$6K ﹤0.01%
125
-357
334
$6K ﹤0.01%
+43
335
$6K ﹤0.01%
+265
336
$6K ﹤0.01%
+100
337
$5K ﹤0.01%
+200
338
$5K ﹤0.01%
160
339
$5K ﹤0.01%
211
340
$5K ﹤0.01%
188
341
$5K ﹤0.01%
95
342
$5K ﹤0.01%
33
343
$5K ﹤0.01%
127
344
$5K ﹤0.01%
157
345
$5K ﹤0.01%
1,000
346
$5K ﹤0.01%
264
347
$5K ﹤0.01%
246
348
$5K ﹤0.01%
+3,000
349
$4K ﹤0.01%
16
350
$4K ﹤0.01%
10
12 13
14
15 16