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
76
$108K 0.04%
914
77
$107K 0.04%
1,050
78
$104K 0.04%
+1,783
79
$102K 0.04%
283
+113
80
$99K 0.04%
612
81
$97K 0.03%
375
82
$90K 0.03%
263
83
$86K 0.03%
545
84
$85K 0.03%
299
85
$85K 0.03%
1,146
86
$85K 0.03%
213
+34
87
$84K 0.03%
2,508
+290
88
$83K 0.03%
1,165
89
$82K 0.03%
207
90
$81K 0.03%
1,871
91
$80K 0.03%
777
-157
92
$78K 0.03%
2,900
-120
93
$77K 0.03%
552
94
$77K 0.03%
1,445
95
$75K 0.03%
687
+102
96
$75K 0.03%
274
-10
97
$75K 0.03%
509
98
$74K 0.03%
447
-69
99
$74K 0.03%
129
100
$73K 0.03%
300
2 3
4
5 6