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
76
$239K 0.05%
4,000
77
$233K 0.05%
9,975
78
$221K 0.05%
2,199
-310
79
$217K 0.05%
1,017
+16
80
$216K 0.05%
622
-21
81
$213K 0.05%
4,300
+180
82
$209K 0.05%
1,231
+29
83
$198K 0.05%
6,855
-11,324
84
$195K 0.04%
1,785
+130
85
$194K 0.04%
3,200
86
$191K 0.04%
1,254
+41
87
$185K 0.04%
1,236
88
$182K 0.04%
2,017
-230
89
$175K 0.04%
1,030
+33
90
$172K 0.04%
261
-14
91
$168K 0.04%
2,594
-380
92
$168K 0.04%
420
-65
93
$168K 0.04%
5,707
+117
94
$162K 0.04%
341
+13
95
$161K 0.04%
6,165
96
$143K 0.03%
3,195
-163
97
$132K 0.03%
1,459
-680
98
$129K 0.03%
1,740
99
$128K 0.03%
2,460
100
$123K 0.03%
786
-52
2 3
4
5 6