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
$360M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.56M
3
+$3.46M
4
NUMG icon
Nuveen ESG Mid-Cap Growth ETF
NUMG
+$2.98M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$2.79M

Top Sells

1
+$9.05M
2
+$4.31M
3
+$3.24M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.3M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$824K

Sector Composition

1 Technology 0.71%
2 Healthcare 0.43%
3 Consumer Discretionary 0.29%
4 Industrials 0.28%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20.7K 0.01%
1,005
227
$19.9K 0.01%
160
+100
228
$19.8K 0.01%
+272
229
$19.8K 0.01%
45
230
$19.4K 0.01%
370
231
$19.3K 0.01%
233
232
$18.9K 0.01%
424
+8
233
$18.9K 0.01%
1,000
234
$18.8K 0.01%
155
235
$18.3K 0.01%
200
236
$18.2K 0.01%
136
+100
237
$17.7K ﹤0.01%
800
238
$17.3K ﹤0.01%
80
239
$17K ﹤0.01%
200
240
$16.9K ﹤0.01%
1,665
+1,100
241
$16.8K ﹤0.01%
83
242
$16.8K ﹤0.01%
100
243
$16.8K ﹤0.01%
50
244
$16.6K ﹤0.01%
345
245
$16.4K ﹤0.01%
259
+2
246
$16.3K ﹤0.01%
1,000
247
$16.2K ﹤0.01%
885
248
$15.9K ﹤0.01%
200
249
$15.9K ﹤0.01%
+320
250
$15.8K ﹤0.01%
255
+200
8 9
10
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