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
$281M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$1.54M
3
+$1.23M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.14M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$995K

Top Sells

1
+$3.18M
2
+$2.22M
3
+$1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$601K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$389K

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
26
$1.7M 0.61%
26,191
+255
27
$1.63M 0.58%
63,684
-2,151
28
$1.54M 0.55%
+51,588
29
$1.5M 0.53%
11,220
-66
30
$1.48M 0.52%
6,642
-149
31
$1.42M 0.51%
24,247
-90
32
$1.19M 0.42%
15,755
-1,007
33
$1.01M 0.36%
34,810
+16,213
34
$951K 0.34%
12,799
35
$697K 0.25%
+16,365
36
$676K 0.24%
4,773
-860
37
$610K 0.22%
11,737
-1,896
38
$520K 0.19%
13,251
+550
39
$481K 0.17%
12,728
+31
40
$418K 0.15%
1,524
-94
41
$379K 0.13%
1,732
+342
42
$299K 0.11%
4,831
-9,703
43
$285K 0.1%
3,331
-102
44
$271K 0.1%
6,083
-112
45
$257K 0.09%
+6,861
46
$255K 0.09%
11,295
47
$241K 0.09%
+2,535
48
$240K 0.09%
2,754
49
$233K 0.08%
1,910
-123
50
$230K 0.08%
2,390
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