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
126
$46K 0.02%
2,500
127
$46K 0.02%
234
+34
128
$44K 0.02%
371
129
$44K 0.02%
806
+66
130
$44K 0.02%
405
131
$44K 0.02%
1,199
132
$44K 0.02%
264
133
$43K 0.02%
842
134
$43K 0.02%
1,281
135
$43K 0.02%
192
+7
136
$42K 0.01%
3,143
137
$41K 0.01%
100
138
$41K 0.01%
500
139
$40K 0.01%
339
140
$40K 0.01%
298
141
$39K 0.01%
104
142
$38K 0.01%
560
143
$38K 0.01%
607
144
$37K 0.01%
152
145
$37K 0.01%
2,593
146
$37K 0.01%
367
-115
147
$37K 0.01%
246
-96
148
$36K 0.01%
316
-42
149
$36K 0.01%
102
+1
150
$36K 0.01%
235
4 5
6
7 8