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
$339M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.79M
3
+$2.72M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.31M
5
NUMG icon
Nuveen ESG Mid-Cap Growth ETF
NUMG
+$1.97M

Top Sells

1
+$2.31M
2
+$1.63M
3
+$1.25M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.23M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.21M

Sector Composition

1 Technology 0.57%
2 Healthcare 0.44%
3 Industrials 0.27%
4 Financials 0.26%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.3K 0.01%
166
-58
227
$18K 0.01%
1,000
228
$18K 0.01%
83
229
$17.9K 0.01%
1,000
230
$17.6K 0.01%
200
-70
231
$17.6K 0.01%
800
232
$17.3K 0.01%
200
233
$17.2K 0.01%
491
234
$16.8K 0.01%
196
235
$16.5K ﹤0.01%
69
236
$16.4K ﹤0.01%
139
+103
237
$16K ﹤0.01%
80
238
$15.9K ﹤0.01%
200
239
$15.8K ﹤0.01%
885
-387
240
$15.5K ﹤0.01%
+710
241
$15.5K ﹤0.01%
167
-94
242
$15.5K ﹤0.01%
1,546
243
$15.3K ﹤0.01%
456
244
$15K ﹤0.01%
257
245
$15K ﹤0.01%
71
-9
246
$15K ﹤0.01%
155
247
$14.7K ﹤0.01%
295
248
$14.6K ﹤0.01%
100
249
$14.6K ﹤0.01%
50
250
$14.5K ﹤0.01%
97
-30
8 9
10
11 12