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
51
$229K 0.08%
1,520
52
$225K 0.08%
2,057
-7
53
$186K 0.07%
2,871
+989
54
$176K 0.06%
2,340
55
$172K 0.06%
5,479
+410
56
$171K 0.06%
1,040
-280
57
$170K 0.06%
1,923
-55
58
$170K 0.06%
2,364
-132
59
$169K 0.06%
3,697
+3,225
60
$167K 0.06%
2,032
61
$166K 0.06%
8,000
62
$164K 0.06%
381
+39
63
$154K 0.05%
701
-63
64
$149K 0.05%
1,274
+69
65
$146K 0.05%
887
66
$130K 0.05%
559
+33
67
$129K 0.05%
2,440
-80
68
$128K 0.05%
3,100
-120
69
$127K 0.05%
2,685
-103
70
$127K 0.05%
7,296
71
$124K 0.04%
+2,142
72
$121K 0.04%
1,258
73
$117K 0.04%
640
74
$116K 0.04%
871
-244
75
$108K 0.04%
415
1 2
3
4 5