IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
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
+$3.38M
2
+$2.81M
3
+$2.68M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.28M
5
NUMG icon
Nuveen ESG Mid-Cap Growth ETF
NUMG
+$1.95M

Top Sells

1
+$2.22M
2
+$1.64M
3
+$1.34M
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$1.26M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.2M

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
451
– –
-34
452
– –
-740
453
– –
-61
454
– –
-50
455
– –
-15
456
– –
-94
457
– –
-200
458
– –
-231
459
– –
-7
460
– –
-12
461
– –
-198
462
– –
-102
463
– –
-211
464
– –
-246
465
– –
-477
466
– –
-42
467
– –
-100
468
– –
-340
469
– –
-3
470
– –
-176
471
– –
-184
472
– –
-95
473
– –
-3
474
– –
-1
475
– –
-28
16 17 18
19
20