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
351
$3K ﹤0.01%
2
352
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33
353
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27
354
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100
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+50
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5
359
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500
360
$2K ﹤0.01%
115
361
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7
362
$2K ﹤0.01%
80
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20
364
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+12
365
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366
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36
-43
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368
$2K ﹤0.01%
+37
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40
371
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+2
372
$1K ﹤0.01%
7
373
$1K ﹤0.01%
50
374
– –
0
375
$1K ﹤0.01%
18
13 14
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