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
401
$3.68K ﹤0.01%
12
402
$3.25K ﹤0.01%
100
403
$3.19K ﹤0.01%
200
404
$3.12K ﹤0.01%
100
405
$3.12K ﹤0.01%
+25
406
$2.97K ﹤0.01%
100
407
$2.5K ﹤0.01%
50
408
$2.29K ﹤0.01%
97
-79
409
$2.14K ﹤0.01%
100
410
$2.12K ﹤0.01%
53
411
$2.1K ﹤0.01%
+11
412
$1.74K ﹤0.01%
100
413
$1.65K ﹤0.01%
39
414
$1.6K ﹤0.01%
14
+5
415
$1.6K ﹤0.01%
106
416
$1.53K ﹤0.01%
100
417
$1.43K ﹤0.01%
12
418
$1.11K ﹤0.01%
28
419
$1.01K ﹤0.01%
15
420
$999 ﹤0.01%
8
421
$924 ﹤0.01%
600
422
$837 ﹤0.01%
100
423
$815 ﹤0.01%
29
424
$802 ﹤0.01%
10
425
$784 ﹤0.01%
+15
15 16
17
18 19