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
376
$3K ﹤0.01%
87
+37
377
$3K ﹤0.01%
1,000
378
$3K ﹤0.01%
15
379
$3K ﹤0.01%
15
380
$3K ﹤0.01%
102
381
$3K ﹤0.01%
477
382
$3K ﹤0.01%
55
383
$3K ﹤0.01%
275
384
$3K ﹤0.01%
100
-25
385
$3K ﹤0.01%
153
386
$3K ﹤0.01%
100
387
$3K ﹤0.01%
127
388
$3K ﹤0.01%
200
-34
389
$2K ﹤0.01%
+100
390
$2K ﹤0.01%
20
391
$2K ﹤0.01%
35
392
$2K ﹤0.01%
14
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$2K ﹤0.01%
1
394
$2K ﹤0.01%
34
395
$2K ﹤0.01%
61
396
$2K ﹤0.01%
53
397
$2K ﹤0.01%
5
398
$2K ﹤0.01%
200
399
$2K ﹤0.01%
+28
400
$2K ﹤0.01%
39
14 15
16
17 18