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
51
$336K 0.11%
2,035
-203
52
$323K 0.11%
1,387
+110
53
$290K 0.1%
4,264
+952
54
$278K 0.09%
1,323
+31
55
$246K 0.08%
1,504
+104
56
$245K 0.08%
3,653
+215
57
$216K 0.07%
5,754
-4,423
58
$209K 0.07%
1,453
-4
59
$204K 0.07%
1,192
+194
60
$195K 0.06%
9,975
61
$182K 0.06%
6,228
-718
62
$182K 0.06%
2,032
63
$177K 0.06%
4,110
64
$177K 0.06%
2,337
-255
65
$174K 0.06%
629
+315
66
$171K 0.06%
2,371
-798
67
$168K 0.06%
2,754
68
$166K 0.06%
1,468
+44
69
$164K 0.05%
506
-10
70
$153K 0.05%
576
+237
71
$150K 0.05%
1,463
72
$141K 0.05%
1,619
-150
73
$141K 0.05%
395
-37
74
$136K 0.05%
1,580
75
$127K 0.04%
5,697
-461
1 2
3
4 5