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
51
$904K 0.21%
25,534
+4,263
52
$849K 0.19%
16,901
+4,771
53
$749K 0.17%
6,509
-884
54
$706K 0.16%
11,972
-642
55
$684K 0.16%
1,818
-60
56
$506K 0.12%
1,420
+106
57
$495K 0.11%
12,197
-1,350
58
$470K 0.11%
8,495
+1,810
59
$470K 0.11%
5,543
+4,486
60
$460K 0.1%
24,444
61
$412K 0.09%
2,054
+186
62
$397K 0.09%
908
+122
63
$391K 0.09%
3,608
64
$351K 0.08%
1,159
-213
65
$340K 0.08%
11,084
-1,536
66
$337K 0.08%
6,080
+210
67
$332K 0.08%
3,942
-632
68
$322K 0.07%
10,813
+971
69
$312K 0.07%
763
-6
70
$304K 0.07%
8,222
-4,200
71
$295K 0.07%
506
72
$290K 0.07%
2,754
73
$289K 0.07%
4,532
-1,488
74
$271K 0.06%
1,817
75
$254K 0.06%
5,300
+1,265
1 2
3
4 5