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
251
$15.8K ﹤0.01%
69
252
$15.7K ﹤0.01%
+95
253
$15.7K ﹤0.01%
200
254
$15.6K ﹤0.01%
295
255
$15.5K ﹤0.01%
158
256
$15.4K ﹤0.01%
419
+1
257
$15.3K ﹤0.01%
456
258
$15.2K ﹤0.01%
+150
259
$15.2K ﹤0.01%
+98
260
$15.2K ﹤0.01%
+100
261
$14.7K ﹤0.01%
471
262
$14.5K ﹤0.01%
200
263
$14.4K ﹤0.01%
207
-335
264
$14.3K ﹤0.01%
+265
265
$14.3K ﹤0.01%
252
266
$13.8K ﹤0.01%
420
267
$13.6K ﹤0.01%
558
+360
268
$13.5K ﹤0.01%
387
269
$13.5K ﹤0.01%
60
270
$13.2K ﹤0.01%
+132
271
$13.2K ﹤0.01%
+345
272
$13.1K ﹤0.01%
+100
273
$13.1K ﹤0.01%
79
-18
274
$13K ﹤0.01%
+245
275
$13K ﹤0.01%
321
-1,194
9 10
11
12 13