IWP
IAG Wealth Partners Portfolio holdings
AUM
$756M
This Quarter Return
+4.5%
1 Year Return
+11.26%
3 Year Return
+41.1%
5 Year Return
+67.66%
10 Year Return
–
AUM
$378M
AUM Growth
+$378M
(+5%)
Cap. Flow
+$1.76M
Cap. Flow
% of AUM
0.46%
Top 10 Holdings %
Top 10 Hldgs %
61.24%
Holding
499
New
41
Increased
79
Reduced
88
Closed
39
Top Buys
| 1 |
IQ MacKay Municipal Intermediate ETF
MMIT
|
$4.49M |
| 2 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$3.56M |
| 3 |
Nuveen ESG Mid-Cap Growth ETF
NUMG
|
$1.91M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.55M |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
$1.17M |
Top Sells
Sector Composition
| 1 | Technology | 0.78% |
| 2 | Financials | 0.52% |
| 3 | Healthcare | 0.42% |
| 4 | Industrials | 0.28% |
| 5 | Consumer Discretionary | 0.23% |
