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
26
$2.39M 0.7%
54,279
+26,894
27
$2.38M 0.7%
22,116
-440
28
$2.28M 0.67%
60,029
-32,868
29
$2.28M 0.67%
66,577
+17,933
30
$2.13M 0.63%
40,922
-7,910
31
$1.87M 0.55%
37,124
+2,639
32
$1.86M 0.55%
33,535
+1,055
33
$1.65M 0.49%
58,132
-1,137
34
$1.62M 0.48%
64,584
+3,171
35
$1.57M 0.46%
71,667
+846
36
$1.27M 0.38%
22,449
-21,287
37
$1.08M 0.32%
19,474
+18,794
38
$1.07M 0.32%
20,830
-282
39
$1.07M 0.32%
5,608
+41
40
$991K 0.29%
37,156
+15,909
41
$907K 0.27%
19,888
-16,170
42
$875K 0.26%
15,097
-2,088
43
$870K 0.26%
10,661
+1,764
44
$865K 0.25%
8,412
-1,575
45
$759K 0.22%
5,839
-104
46
$661K 0.19%
23,354
-22,487
47
$639K 0.19%
19,390
+2,961
48
$566K 0.17%
14,183
-818
49
$551K 0.16%
17,099
-38,029
50
$475K 0.14%
14,826
-1,730
1
2
3 4 5