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
301
$8.57K ﹤0.01%
100
302
$8.47K ﹤0.01%
115
303
$8.41K ﹤0.01%
25
-11
304
$8.4K ﹤0.01%
118
305
$8.38K ﹤0.01%
240
306
$8.37K ﹤0.01%
222
307
$8.37K ﹤0.01%
180
308
$8.31K ﹤0.01%
189
309
$8.3K ﹤0.01%
78
310
$8.3K ﹤0.01%
129
311
$8.22K ﹤0.01%
195
312
$8.21K ﹤0.01%
148
313
$7.79K ﹤0.01%
37
314
$7.76K ﹤0.01%
140
315
$7.7K ﹤0.01%
33
-20
316
$7.64K ﹤0.01%
100
317
$7.52K ﹤0.01%
150
+25
318
$7.42K ﹤0.01%
+85
319
$7.42K ﹤0.01%
259
-279
320
$7.41K ﹤0.01%
193
321
$7.36K ﹤0.01%
112
322
$7.35K ﹤0.01%
50
323
$7.34K ﹤0.01%
75
324
$6.97K ﹤0.01%
75
-13
325
$6.96K ﹤0.01%
927
11 12
13
14 15