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
176
$27K 0.01%
385
177
$26K 0.01%
484
+67
178
$25K 0.01%
235
179
$25K 0.01%
479
-60
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$25K 0.01%
155
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$24K 0.01%
527
+399
182
$24K 0.01%
53
183
$24K 0.01%
191
184
$24K 0.01%
918
185
$24K 0.01%
114
186
$24K 0.01%
+425
187
$24K 0.01%
121
188
$24K 0.01%
189
189
$23K 0.01%
40
190
$23K 0.01%
+1,058
191
$23K 0.01%
586
192
$23K 0.01%
80
193
$22K 0.01%
400
194
$22K 0.01%
125
195
$22K 0.01%
178
196
$21K 0.01%
60
197
$21K 0.01%
45
198
$20K 0.01%
335
199
$20K 0.01%
904
200
$20K 0.01%
+527
6 7
8
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