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
351
$4K ﹤0.01%
29
352
$4K ﹤0.01%
+137
353
$4K ﹤0.01%
565
+345
354
$4K ﹤0.01%
36
355
$4K ﹤0.01%
94
356
$4K ﹤0.01%
100
357
$4K ﹤0.01%
105
-374
358
$4K ﹤0.01%
198
359
$4K ﹤0.01%
266
360
$4K ﹤0.01%
16
361
$4K ﹤0.01%
200
362
$4K ﹤0.01%
42
363
$4K ﹤0.01%
84
364
$4K ﹤0.01%
45
365
$4K ﹤0.01%
88
366
$4K ﹤0.01%
198
367
$4K ﹤0.01%
130
368
$4K ﹤0.01%
47
-200
369
$4K ﹤0.01%
40
370
$4K ﹤0.01%
+176
371
$4K ﹤0.01%
400
372
$3K ﹤0.01%
18
373
$3K ﹤0.01%
76
-10
374
$3K ﹤0.01%
+23
375
$3K ﹤0.01%
12
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