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
276
$12.9K ﹤0.01%
345
277
$12.6K ﹤0.01%
534
278
$12.5K ﹤0.01%
168
+1
279
$12.4K ﹤0.01%
+272
280
$12.4K ﹤0.01%
1,546
281
$12.4K ﹤0.01%
+444
282
$12.4K ﹤0.01%
140
283
$12.2K ﹤0.01%
210
+70
284
$12.2K ﹤0.01%
100
285
$12K ﹤0.01%
40
286
$11.9K ﹤0.01%
+95
287
$11.9K ﹤0.01%
26
288
$11.8K ﹤0.01%
300
289
$11.8K ﹤0.01%
60
290
$11.8K ﹤0.01%
310
-181
291
$11.7K ﹤0.01%
50
292
$11.7K ﹤0.01%
1,420
+520
293
$11.5K ﹤0.01%
2,689
294
$11.5K ﹤0.01%
+136
295
$11.3K ﹤0.01%
527
296
$11.2K ﹤0.01%
608
297
$11.2K ﹤0.01%
+100
298
$11.1K ﹤0.01%
495
299
$11.1K ﹤0.01%
+400
300
$11.1K ﹤0.01%
150
10 11
12
13 14