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
$438M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.6M
3
+$12.4M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$9.83M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$4.42M

Top Sells

1
+$10.3M
2
+$4.03M
3
+$2.48M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.47M
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$1.07M

Sector Composition

1 Technology 0.68%
2 Financials 0.5%
3 Healthcare 0.37%
4 Industrials 0.24%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.43M 1.01%
93,690
-13,176
27
$4.08M 0.93%
87,542
+10,692
28
$3.49M 0.8%
82,698
+6,429
29
$3M 0.69%
53,276
+5,595
30
$3M 0.68%
77,245
-27,520
31
$2.94M 0.67%
114,626
+22,502
32
$2.75M 0.63%
+62,604
33
$2.64M 0.6%
40,221
+7,129
34
$2.12M 0.48%
18,837
-571
35
$2.05M 0.47%
33,306
+23,306
36
$1.98M 0.45%
46,829
-244,017
37
$1.83M 0.42%
35,982
+4,862
38
$1.74M 0.4%
22,934
-801
39
$1.55M 0.35%
27,778
-4,531
40
$1.51M 0.35%
31,691
-2,726
41
$1.5M 0.34%
46,533
-1,570
42
$1.48M 0.34%
59,010
-7,701
43
$1.44M 0.33%
59,763
+38,551
44
$1.29M 0.29%
20,624
-8,841
45
$1.19M 0.27%
6,205
-72
46
$1.17M 0.27%
4,914
-10
47
$1.09M 0.25%
2
48
$1.08M 0.25%
42,870
+5,371
49
$940K 0.21%
11,286
+6,109
50
$911K 0.21%
5,805
-1,454
1
2
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