IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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
351
$7.13K ﹤0.01%
195
352
$7.12K ﹤0.01%
112
353
$6.99K ﹤0.01%
+198
354
$6.97K ﹤0.01%
518
355
$6.84K ﹤0.01%
+136
356
$6.81K ﹤0.01%
10
357
$6.68K ﹤0.01%
125
-25
358
$6.68K ﹤0.01%
+50
359
$6.65K ﹤0.01%
167
360
$6.48K ﹤0.01%
200
361
$6.43K ﹤0.01%
1,500
362
$6.43K ﹤0.01%
240
-1,700
363
$6.43K ﹤0.01%
33
364
$6.41K ﹤0.01%
188
365
$6.41K ﹤0.01%
89
366
$6.29K ﹤0.01%
185
367
$6.26K ﹤0.01%
+83
368
$6.19K ﹤0.01%
28
369
$6.08K ﹤0.01%
50
370
$5.97K ﹤0.01%
67
371
$5.81K ﹤0.01%
1,000
372
$5.71K ﹤0.01%
61
-59
373
$5.69K ﹤0.01%
16
374
$5.66K ﹤0.01%
42
375
$5.65K ﹤0.01%
25
13 14
15
16 17