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
401
$1.25K ﹤0.01%
12
402
$1.21K ﹤0.01%
+50
403
$1.14K ﹤0.01%
600
404
$1K ﹤0.01%
106
-729
405
$998 ﹤0.01%
28
406
$982 ﹤0.01%
8
407
$974 ﹤0.01%
+9
408
$969 ﹤0.01%
15
409
$924 ﹤0.01%
100
410
$863 ﹤0.01%
+100
411
$775 ﹤0.01%
10
-6
412
$764 ﹤0.01%
19
413
$733 ﹤0.01%
29
414
$702 ﹤0.01%
6
-39
415
$642 ﹤0.01%
66
416
$627 ﹤0.01%
61
417
$611 ﹤0.01%
27
418
$604 ﹤0.01%
+80
419
$590 ﹤0.01%
200
420
$490 ﹤0.01%
125
421
$454 ﹤0.01%
80
422
$417 ﹤0.01%
5
423
$388 ﹤0.01%
6
424
$380 ﹤0.01%
5
425
$360 ﹤0.01%
+4
15 16
17
18 19