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
376
$5.59K ﹤0.01%
200
377
$5.53K ﹤0.01%
+119
378
$5.52K ﹤0.01%
153
379
$5.52K ﹤0.01%
765
380
$5.44K ﹤0.01%
+250
381
$5.4K ﹤0.01%
1,100
382
$5.38K ﹤0.01%
160
383
$5.19K ﹤0.01%
400
384
$5.17K ﹤0.01%
40
385
$5.16K ﹤0.01%
122
386
$5.16K ﹤0.01%
3,000
387
$5.05K ﹤0.01%
61
-17
388
$4.83K ﹤0.01%
20
-211
389
$4.7K ﹤0.01%
80
390
$4.62K ﹤0.01%
1,000
391
$4.56K ﹤0.01%
+60
392
$4.41K ﹤0.01%
3,500
393
$4.16K ﹤0.01%
9
394
$4.12K ﹤0.01%
84
395
$4.07K ﹤0.01%
49
+2
396
$3.97K ﹤0.01%
35
397
$3.94K ﹤0.01%
1,000
398
$3.87K ﹤0.01%
76
399
$3.71K ﹤0.01%
275
400
$3.68K ﹤0.01%
200
14 15
16
17 18