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
76
$124K 0.04%
2,891
+1,819
77
$124K 0.04%
377
+134
78
$123K 0.04%
1,626
-160
79
$123K 0.04%
8,700
80
$121K 0.04%
2,770
+145
81
$118K 0.04%
761
+161
82
$118K 0.04%
724
+112
83
$115K 0.04%
2,521
-25
84
$114K 0.04%
1,092
+205
85
$113K 0.04%
841
+85
86
$106K 0.04%
655
-5
87
$104K 0.03%
2,685
88
$104K 0.03%
390
+40
89
$97K 0.03%
8,000
90
$91K 0.03%
2,877
91
$91K 0.03%
815
-99
92
$91K 0.03%
734
93
$88K 0.03%
186
-57
94
$84K 0.03%
314
95
$83K 0.03%
2,184
+1,163
96
$82K 0.03%
168
-42
97
$79K 0.03%
2,440
98
$76K 0.03%
2,121
+250
99
$74K 0.02%
326
+160
100
$73K 0.02%
143
+6
2 3
4
5 6