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
201
$20K 0.01%
546
202
$20K 0.01%
505
203
$20K 0.01%
1,272
204
$20K 0.01%
1,058
205
$20K 0.01%
233
206
$19K 0.01%
2,711
207
$19K 0.01%
235
-65
208
$19K 0.01%
425
209
$19K 0.01%
586
210
$19K 0.01%
127
+97
211
$19K 0.01%
441
+309
212
$19K 0.01%
178
213
$18K 0.01%
+100
214
$18K 0.01%
83
215
$18K 0.01%
400
216
$17K 0.01%
80
-3
217
$17K 0.01%
257
+1
218
$17K 0.01%
200
219
$17K 0.01%
200
220
$16K 0.01%
200
221
$16K 0.01%
1,000
222
$16K 0.01%
656
223
$16K 0.01%
176
224
$16K 0.01%
1,000
225
$16K 0.01%
407
-92
7 8
9
10 11