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IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
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
+$4.08M
2
+$3.87M
3
+$2.4M
4
NUMG icon
Nuveen ESG Mid-Cap Growth ETF
NUMG
+$2.22M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.4M

Top Sells

1
+$2.32M
2
+$2.07M
3
+$1.34M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$973K
5
PBUS icon
Invesco MSCI USA ETF
PBUS
+$818K

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
476
– –
-13
477
– –
-6
478
$0 ﹤0.01%
4
479
– –
-2
480
– –
-340
481
– –
0
482
$0 ﹤0.01%
11
483
– –
-150
484
$0 ﹤0.01%
1,700
485
– –
-50
486
$0 ﹤0.01%
+13
487
$0 ﹤0.01%
+4
488
– –
-81
16 17 18 19
20