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
326
$6.93K ﹤0.01%
17
-19
327
$6.91K ﹤0.01%
265
328
$6.86K ﹤0.01%
426
-194
329
$6.83K ﹤0.01%
100
330
$6.82K ﹤0.01%
78
+69
331
$6.79K ﹤0.01%
200
332
$6.62K ﹤0.01%
17
333
$6.61K ﹤0.01%
+600
334
$6.43K ﹤0.01%
238
335
$6.38K ﹤0.01%
765
336
$6.34K ﹤0.01%
518
337
$6.28K ﹤0.01%
127
338
$6.26K ﹤0.01%
+35
339
$6.08K ﹤0.01%
185
340
$6.07K ﹤0.01%
28
341
$6.07K ﹤0.01%
67
342
$6.05K ﹤0.01%
33
343
$5.94K ﹤0.01%
+18
344
$5.94K ﹤0.01%
200
345
$5.79K ﹤0.01%
25
346
$5.59K ﹤0.01%
160
347
$5.46K ﹤0.01%
10
348
$5.3K ﹤0.01%
188
349
$5.26K ﹤0.01%
1,000
350
$5.23K ﹤0.01%
+107
12 13
14
15 16