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
126
$50K 0.02%
534
+129
127
$49K 0.02%
1,034
-530
128
$48K 0.02%
2,350
129
$47K 0.02%
104
130
$47K 0.02%
490
+270
131
$46K 0.02%
418
132
$46K 0.02%
2,388
-28,611
133
$45K 0.01%
404
134
$45K 0.01%
700
135
$44K 0.01%
225
-4
136
$42K 0.01%
1,199
137
$42K 0.01%
+800
138
$42K 0.01%
313
139
$40K 0.01%
2,196
140
$40K 0.01%
1,058
141
$40K 0.01%
104
142
$40K 0.01%
606
-540
143
$39K 0.01%
412
+258
144
$39K 0.01%
682
145
$38K 0.01%
389
-20
146
$38K 0.01%
303
147
$37K 0.01%
450
+76
148
$37K 0.01%
977
149
$37K 0.01%
339
150
$37K 0.01%
+680
4 5
6
7 8