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
101
$72K 0.02%
1,060
-2,373
102
$69K 0.02%
3,184
-202
103
$69K 0.02%
1,906
-2,911
104
$69K 0.02%
300
105
$68K 0.02%
+2,490
106
$68K 0.02%
380
+139
107
$64K 0.02%
793
108
$62K 0.02%
+1,600
109
$61K 0.02%
1,400
+200
110
$59K 0.02%
1,850
-85
111
$58K 0.02%
719
112
$58K 0.02%
365
+124
113
$57K 0.02%
251
+2
114
$57K 0.02%
419
115
$57K 0.02%
3,742
+1,812
116
$57K 0.02%
264
117
$56K 0.02%
498
+200
118
$55K 0.02%
593
119
$54K 0.02%
207
+1
120
$51K 0.02%
4,611
+814
121
$51K 0.02%
500
122
$51K 0.02%
778
123
$50K 0.02%
894
124
$50K 0.02%
626
125
$50K 0.02%
1,540
+200
3 4
5
6 7