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
101
$123K 0.03%
414
-122
102
$121K 0.03%
635
-13
103
$116K 0.03%
6,282
104
$116K 0.03%
140
105
$116K 0.03%
2,968
+500
106
$114K 0.03%
738
-73
107
$112K 0.03%
896
108
$101K 0.02%
640
109
$96.3K 0.02%
199
+73
110
$94.5K 0.02%
363
-37
111
$92.6K 0.02%
1,831
112
$92.1K 0.02%
1,085
113
$88.6K 0.02%
2,553
-1,870
114
$88.3K 0.02%
1,898
-621
115
$87.7K 0.02%
+1,425
116
$86.8K 0.02%
1,692
+892
117
$85.9K 0.02%
2,198
-266
118
$82.7K 0.02%
1,600
-110
119
$82.6K 0.02%
1,375
+278
120
$82.1K 0.02%
156
121
$82K 0.02%
1,747
-77
122
$79K 0.02%
1,276
123
$78.6K 0.02%
1,871
124
$76.5K 0.02%
328
125
$75.8K 0.02%
515
3 4
5
6 7