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
101
$73K 0.03%
1,652
+1,245
102
$73K 0.03%
535
-20
103
$71K 0.03%
503
-450
104
$71K 0.03%
1,312
-510
105
$70K 0.02%
1,602
106
$69K 0.02%
843
-103
107
$69K 0.02%
928
108
$63K 0.02%
214
109
$63K 0.02%
797
110
$61K 0.02%
696
111
$60K 0.02%
418
112
$59K 0.02%
527
113
$59K 0.02%
959
114
$58K 0.02%
2,350
115
$58K 0.02%
2,153
116
$58K 0.02%
13,585
117
$58K 0.02%
700
118
$57K 0.02%
2,747
-2,811
119
$54K 0.02%
1,018
120
$53K 0.02%
1,395
-350
121
$52K 0.02%
403
122
$51K 0.02%
203
+1
123
$51K 0.02%
172
-34
124
$49K 0.02%
231
+2
125
$46K 0.02%
356
+1
3 4
5
6 7