IWP

IAG Wealth Partners Portfolio holdings

AUM $864M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
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
+$4.08M
2
+$3.87M
3
+$2.4M
4
NUMG icon
Nuveen ESG Mid-Cap Growth ETF
NUMG
+$2.22M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.4M

Top Sells

1
+$2.32M
2
+$2.07M
3
+$1.34M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$973K
5
PBUS icon
Invesco MSCI USA ETF
PBUS
+$818K

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%
518
+318
327
$6K ﹤0.01%
13
+4
328
$6K ﹤0.01%
112
-88
329
$6K ﹤0.01%
+100
330
$6K ﹤0.01%
200
331
$6K ﹤0.01%
125
-357
332
$6K ﹤0.01%
+43
333
$6K ﹤0.01%
+265
334
$6K ﹤0.01%
167
335
$6K ﹤0.01%
118
336
$6K ﹤0.01%
25
337
$5K ﹤0.01%
+200
338
$5K ﹤0.01%
160
339
$5K ﹤0.01%
188
340
$5K ﹤0.01%
95
341
$5K ﹤0.01%
33
342
$5K ﹤0.01%
127
343
$5K ﹤0.01%
157
344
$5K ﹤0.01%
1,000
345
$5K ﹤0.01%
264
346
$5K ﹤0.01%
246
347
$5K ﹤0.01%
+3,000
348
$5K ﹤0.01%
211
349
$4K ﹤0.01%
16
350
$4K ﹤0.01%
10
12 13
14
15 16