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
176
$39.5K 0.01%
200
177
$38.9K 0.01%
161
178
$38.7K 0.01%
451
+103
179
$38.6K 0.01%
+1,866
180
$38.4K 0.01%
257
181
$38.2K 0.01%
528
-250
182
$36.8K 0.01%
999
183
$36.7K 0.01%
292
184
$36.1K 0.01%
148
185
$35.7K 0.01%
570
-32
186
$35.7K 0.01%
124
187
$35K 0.01%
700
188
$34.3K 0.01%
158
189
$34.2K 0.01%
130
190
$34.2K 0.01%
906
-32
191
$33.7K 0.01%
326
192
$33.6K 0.01%
640
193
$33K 0.01%
810
194
$31.8K 0.01%
606
+84
195
$31.4K 0.01%
298
196
$31.2K 0.01%
658
197
$30.8K 0.01%
+427
198
$30K 0.01%
190
199
$29.8K 0.01%
129
-17
200
$29.8K 0.01%
271
-43
6 7
8
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