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
326
$8.62K ﹤0.01%
100
327
$8.61K ﹤0.01%
127
-2
328
$8.6K ﹤0.01%
78
329
$8.58K ﹤0.01%
+300
330
$8.5K ﹤0.01%
17
331
$8.41K ﹤0.01%
189
332
$8.41K ﹤0.01%
+355
333
$8.39K ﹤0.01%
+140
334
$8.33K ﹤0.01%
37
335
$8.29K ﹤0.01%
127
336
$8.28K ﹤0.01%
193
337
$8.25K ﹤0.01%
+351
338
$8.23K ﹤0.01%
+44
339
$8.1K ﹤0.01%
118
340
$7.88K ﹤0.01%
180
341
$7.84K ﹤0.01%
927
342
$7.72K ﹤0.01%
100
343
$7.63K ﹤0.01%
+329
344
$7.58K ﹤0.01%
17
345
$7.41K ﹤0.01%
75
346
$7.34K ﹤0.01%
+107
347
$7.34K ﹤0.01%
265
348
$7.31K ﹤0.01%
33
349
$7.21K ﹤0.01%
75
350
$7.15K ﹤0.01%
+1,000
12 13
14
15 16