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
276
$10.9K ﹤0.01%
100
277
$10.8K ﹤0.01%
150
+32
278
$10.8K ﹤0.01%
+65
279
$10.7K ﹤0.01%
527
280
$10.7K ﹤0.01%
60
281
$10.6K ﹤0.01%
608
-703
282
$10.4K ﹤0.01%
39
+23
283
$10.2K ﹤0.01%
158
-300
284
$10.2K ﹤0.01%
+77
285
$10.1K ﹤0.01%
120
-199
286
$10K ﹤0.01%
900
+23
287
$9.91K ﹤0.01%
351
288
$9.87K ﹤0.01%
+495
289
$9.79K ﹤0.01%
870
290
$9.61K ﹤0.01%
1,700
291
$9.51K ﹤0.01%
170
-90
292
$9.3K ﹤0.01%
785
+7
293
$9.27K ﹤0.01%
+1,500
294
$9.23K ﹤0.01%
+150
295
$9.17K ﹤0.01%
63
296
$9.07K ﹤0.01%
+286
297
$8.93K ﹤0.01%
496
298
$8.88K ﹤0.01%
192
-139
299
$8.71K ﹤0.01%
188
300
$8.62K ﹤0.01%
108
10 11
12
13 14