We are live on ! Find out more
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
$360M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.51M
3
+$3.44M
4
NUMG icon
Nuveen ESG Mid-Cap Growth ETF
NUMG
+$2.94M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$2.8M

Top Sells

1
+$8.9M
2
+$4.24M
3
+$3.22M
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
+$813K

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
451
– –
-39
452
– –
-137
453
– –
-32
454
– –
-139
455
– –
-150
456
– –
-522
457
– –
-505
458
– –
-208
459
– –
-68
460
– –
-40
461
– –
-105
462
– –
-107
463
– –
-196
464
– –
-238
465
– –
-50
466
– –
-5
467
– –
-632
468
– –
-710
469
– –
-625
470
– –
-2,711
471
– –
-266
472
– –
-600
473
– –
-65
474
– –
-324
475
– –
-18
16 17 18
19
20