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
401
$2K ﹤0.01%
63
402
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50
403
$1K ﹤0.01%
71
404
$1K ﹤0.01%
+5
405
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19
406
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15
407
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29
408
$1K ﹤0.01%
+7
409
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5
410
$1K ﹤0.01%
28
411
$1K ﹤0.01%
600
412
$1K ﹤0.01%
42
413
$1K ﹤0.01%
+3
414
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9
-25
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$1K ﹤0.01%
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$1K ﹤0.01%
61
417
$1K ﹤0.01%
80
418
$1K ﹤0.01%
10
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$1K ﹤0.01%
+7
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$1K ﹤0.01%
12
421
$1K ﹤0.01%
66
422
$1K ﹤0.01%
16
423
$1K ﹤0.01%
10
424
$1K ﹤0.01%
27
425
$1K ﹤0.01%
9
15 16
17
18 19