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
201
$29.7K 0.01%
454
202
$29.7K 0.01%
77
203
$28.7K 0.01%
730
-112
204
$28.7K 0.01%
129
-25
205
$28.5K 0.01%
323
206
$28.5K 0.01%
2,336
-2,720
207
$28K 0.01%
555
+32
208
$26.3K 0.01%
1,026
+17
209
$25.9K 0.01%
425
210
$25.5K 0.01%
586
211
$25.5K 0.01%
370
212
$25.4K 0.01%
155
213
$24.7K 0.01%
204
214
$24.5K 0.01%
45
215
$24.3K 0.01%
601
+160
216
$24.2K 0.01%
233
217
$23.9K 0.01%
+670
218
$23.8K 0.01%
904
219
$23.7K 0.01%
402
+347
220
$23.7K 0.01%
182
221
$23.5K 0.01%
235
-36
222
$23.3K 0.01%
158
223
$23.3K 0.01%
178
-27
224
$23K 0.01%
50
225
$22.9K 0.01%
350
7 8
9
10 11