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
151
$55.4K 0.01%
2,350
152
$54.7K 0.01%
490
+150
153
$54.1K 0.01%
577
154
$53.2K 0.01%
523
-70
155
$51.3K 0.01%
285
156
$51.2K 0.01%
977
157
$50.4K 0.01%
480
158
$49.9K 0.01%
690
159
$49.1K 0.01%
200
160
$49.1K 0.01%
496
+268
161
$48.6K 0.01%
1,514
-630
162
$48.3K 0.01%
2,000
163
$47.9K 0.01%
343
+123
164
$46.8K 0.01%
362
-14
165
$46.3K 0.01%
149
166
$46K 0.01%
797
167
$45.9K 0.01%
547
+400
168
$45.8K 0.01%
444
169
$43.6K 0.01%
320
+105
170
$43K 0.01%
75
171
$42.9K 0.01%
2,750
+120
172
$41.9K 0.01%
552
173
$40.6K 0.01%
1,411
-23
174
$40.5K 0.01%
305
175
$39.9K 0.01%
407
5 6
7
8 9