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
251
$14.2K ﹤0.01%
60
-11
252
$14.1K ﹤0.01%
418
+1
253
$14.1K ﹤0.01%
44
254
$13.7K ﹤0.01%
200
255
$13.7K ﹤0.01%
471
-185
256
$13.5K ﹤0.01%
120
+44
257
$13.5K ﹤0.01%
345
-600
258
$13.1K ﹤0.01%
40
259
$12.7K ﹤0.01%
387
260
$12.6K ﹤0.01%
143
261
$12.6K ﹤0.01%
200
262
$12.5K ﹤0.01%
420
263
$12.5K ﹤0.01%
60
264
$12.5K ﹤0.01%
+345
265
$12K ﹤0.01%
+40
266
$12K ﹤0.01%
534
+5
267
$11.9K ﹤0.01%
50
268
$11.8K ﹤0.01%
252
269
$11.7K ﹤0.01%
200
270
$11.6K ﹤0.01%
+50
271
$11.5K ﹤0.01%
26
272
$11.3K ﹤0.01%
140
273
$11.1K ﹤0.01%
300
274
$11.1K ﹤0.01%
277
+4
275
$11K ﹤0.01%
2,689
9 10
11
12 13