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
26
$2.77M 0.77%
19,916
-4,832
27
$2.75M 0.76%
72,883
-2,394
28
$2.38M 0.66%
34,740
-19,013
29
$2.3M 0.64%
43,403
+6,279
30
$2.25M 0.62%
21,362
-754
31
$2.11M 0.58%
37,522
-3,400
32
$1.96M 0.54%
48,036
-11,993
33
$1.94M 0.54%
75,084
+10,500
34
$1.92M 0.53%
32,908
-627
35
$1.84M 0.51%
31,865
+12,391
36
$1.69M 0.47%
74,523
+2,856
37
$1.56M 0.43%
54,641
-3,491
38
$1.32M 0.37%
25,391
+4,561
39
$1.14M 0.32%
5,592
-16
40
$1.13M 0.31%
6,840
+1,001
41
$917K 0.25%
11,067
+406
42
$904K 0.25%
8,275
-137
43
$796K 0.22%
15,843
-4,045
44
$776K 0.22%
27,869
-9,287
45
$674K 0.19%
12,354
-10,095
46
$659K 0.18%
19,296
-94
47
$569K 0.16%
1,974
+350
48
$565K 0.16%
14,060
-123
49
$560K 0.16%
18,827
-4,527
50
$553K 0.15%
9,077
-6,020
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