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
426
$359 ﹤0.01%
7
427
$247 ﹤0.01%
+4
428
$181 ﹤0.01%
4
429
$144 ﹤0.01%
19
430
$101 ﹤0.01%
18
431
$89 ﹤0.01%
11
432
$54 ﹤0.01%
2
433
$37 ﹤0.01%
4
434
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0
435
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-20
436
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-71
437
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-18
438
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0
439
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440
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441
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-196
442
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445
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-1
446
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447
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448
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-333
449
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450
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-5
16 17
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