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
151
$37K 0.01%
171
152
$36K 0.01%
797
153
$36K 0.01%
204
+86
154
$36K 0.01%
+495
155
$36K 0.01%
1,500
156
$35K 0.01%
842
157
$35K 0.01%
224
-4
158
$34K 0.01%
810
159
$33K 0.01%
148
160
$33K 0.01%
+112
161
$33K 0.01%
640
162
$32K 0.01%
596
163
$32K 0.01%
625
-540
164
$31K 0.01%
+293
165
$31K 0.01%
163
+12
166
$31K 0.01%
945
167
$30K 0.01%
206
-10
168
$30K 0.01%
740
169
$29K 0.01%
458
+300
170
$29K 0.01%
367
171
$29K 0.01%
1,470
+360
172
$28K 0.01%
1,104
-21
173
$28K 0.01%
351
+129
174
$28K 0.01%
2,500
175
$27K 0.01%
446
5 6
7
8 9