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
26
$2.29M 0.76%
66,508
+10,883
27
$2.23M 0.74%
22,556
-644
28
$2.22M 0.74%
36,808
-2,999
29
$2.2M 0.73%
43,736
-42,779
30
$1.85M 0.61%
55,128
+7,607
31
$1.6M 0.53%
36,058
+5,022
32
$1.58M 0.53%
34,485
+21,420
33
$1.54M 0.51%
32,480
+17,701
34
$1.54M 0.51%
48,644
+16,993
35
$1.53M 0.51%
61,413
+10,571
36
$1.53M 0.51%
59,269
-394
37
$1.43M 0.47%
70,821
-9,657
38
$1.18M 0.39%
45,841
-4,959
39
$1.09M 0.36%
+27,385
40
$999K 0.33%
5,567
-795
41
$978K 0.32%
21,112
+7,771
42
$927K 0.31%
9,987
-829
43
$884K 0.29%
17,185
-4,886
44
$821K 0.27%
5,943
+715
45
$697K 0.23%
8,897
-1,273
46
$685K 0.23%
10,020
+6,527
47
$537K 0.18%
15,001
+2,400
48
$523K 0.17%
21,247
-14,870
49
$510K 0.17%
16,429
-2,478
50
$492K 0.16%
16,556
+2,568
1
2
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