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
151
$36K 0.01%
600
152
$35K 0.01%
596
153
$35K 0.01%
3,631
+52
154
$35K 0.01%
545
155
$34K 0.01%
166
156
$33K 0.01%
404
157
$33K 0.01%
409
158
$33K 0.01%
240
159
$33K 0.01%
640
160
$33K 0.01%
526
-433
161
$32K 0.01%
135
-22
162
$32K 0.01%
158
163
$31K 0.01%
203
164
$30K 0.01%
174
165
$30K 0.01%
1,033
+207
166
$30K 0.01%
1,456
167
$29K 0.01%
289
168
$29K 0.01%
200
169
$29K 0.01%
1,311
-238
170
$29K 0.01%
88
171
$29K 0.01%
141
+33
172
$28K 0.01%
446
173
$27K 0.01%
351
174
$27K 0.01%
300
175
$27K 0.01%
260
5 6
7
8 9