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
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%
200
-34
382
$3K ﹤0.01%
477
383
$3K ﹤0.01%
55
384
$3K ﹤0.01%
275
385
$3K ﹤0.01%
100
-25
386
$3K ﹤0.01%
153
387
$3K ﹤0.01%
100
388
$3K ﹤0.01%
127
389
$2K ﹤0.01%
20
390
$2K ﹤0.01%
35
391
$2K ﹤0.01%
14
392
$2K ﹤0.01%
1
393
$2K ﹤0.01%
34
394
$2K ﹤0.01%
61
395
$2K ﹤0.01%
53
396
$2K ﹤0.01%
5
397
$2K ﹤0.01%
200
398
$2K ﹤0.01%
+28
399
$2K ﹤0.01%
39
400
$2K ﹤0.01%
+100
14 15
16
17 18