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
376
$3.95K ﹤0.01%
76
377
$3.88K ﹤0.01%
47
378
$3.74K ﹤0.01%
12
379
$3.57K ﹤0.01%
1,000
380
$3.57K ﹤0.01%
200
381
$3.5K ﹤0.01%
55
382
$3.42K ﹤0.01%
200
383
$3.37K ﹤0.01%
100
384
$3.02K ﹤0.01%
176
385
$2.98K ﹤0.01%
100
386
$2.97K ﹤0.01%
100
387
$2.96K ﹤0.01%
125
-2
388
$2.92K ﹤0.01%
+108
389
$2.89K ﹤0.01%
157
390
$2.84K ﹤0.01%
275
391
$2.65K ﹤0.01%
20
-58
392
$2.56K ﹤0.01%
5
393
$2.44K ﹤0.01%
+68
394
$2.39K ﹤0.01%
200
395
$2.31K ﹤0.01%
50
-37
396
$2.22K ﹤0.01%
53
397
$1.99K ﹤0.01%
39
398
$1.63K ﹤0.01%
100
399
$1.61K ﹤0.01%
100
400
$1.35K ﹤0.01%
20
14 15
16
17 18