IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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
426
$764 ﹤0.01%
19
427
$736 ﹤0.01%
6
428
$654 ﹤0.01%
80
429
$643 ﹤0.01%
80
430
$629 ﹤0.01%
66
431
$600 ﹤0.01%
200
432
$588 ﹤0.01%
27
433
$428 ﹤0.01%
5
434
$428 ﹤0.01%
125
435
$423 ﹤0.01%
61
436
$403 ﹤0.01%
6
437
$396 ﹤0.01%
5
438
$371 ﹤0.01%
4
439
$309 ﹤0.01%
7
440
$295 ﹤0.01%
+20
441
$267 ﹤0.01%
4
442
$188 ﹤0.01%
4
443
$185 ﹤0.01%
19
444
$96 ﹤0.01%
18
445
$77 ﹤0.01%
+5
446
$66 ﹤0.01%
11
447
$59 ﹤0.01%
2
448
$29 ﹤0.01%
4
449
– –
0
450
$5 ﹤0.01%
+2
16 17
18
19 20