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
$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
351
$3K ﹤0.01%
33
352
$3K ﹤0.01%
2
353
$3K ﹤0.01%
50
-100
354
$3K ﹤0.01%
75
355
$3K ﹤0.01%
125
356
$3K ﹤0.01%
300
357
$2K ﹤0.01%
+2
358
$2K ﹤0.01%
40
359
$2K ﹤0.01%
8
360
$2K ﹤0.01%
+37
361
$2K ﹤0.01%
15
362
$2K ﹤0.01%
5
363
$2K ﹤0.01%
53
364
$2K ﹤0.01%
36
-43
365
$2K ﹤0.01%
28
366
$2K ﹤0.01%
+12
367
$2K ﹤0.01%
20
368
$2K ﹤0.01%
80
369
$2K ﹤0.01%
7
370
$2K ﹤0.01%
115
371
$2K ﹤0.01%
500
372
$1K ﹤0.01%
18
373
$1K ﹤0.01%
2
374
$1K ﹤0.01%
20
375
$1K ﹤0.01%
7
13 14
15
16 17