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
351
$5.22K ﹤0.01%
16
352
$5.2K ﹤0.01%
+1,100
353
$5.16K ﹤0.01%
167
354
$5.14K ﹤0.01%
+32
355
$5.13K ﹤0.01%
60
356
$5.11K ﹤0.01%
+400
357
$5.1K ﹤0.01%
40
358
$5.09K ﹤0.01%
+40
359
$5.07K ﹤0.01%
88
360
$5.07K ﹤0.01%
3,000
361
$4.99K ﹤0.01%
198
362
$4.95K ﹤0.01%
1,000
363
$4.92K ﹤0.01%
137
364
$4.91K ﹤0.01%
9
-4
365
$4.89K ﹤0.01%
42
366
$4.88K ﹤0.01%
36
-170
367
$4.81K ﹤0.01%
266
368
$4.66K ﹤0.01%
153
369
$4.57K ﹤0.01%
80
-14
370
$4.55K ﹤0.01%
565
371
$4.51K ﹤0.01%
130
372
$4.44K ﹤0.01%
+122
373
$4.38K ﹤0.01%
+3,500
374
$4.36K ﹤0.01%
105
375
$3.96K ﹤0.01%
84
13 14
15
16 17