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
51
$442K 0.13%
4,667
+3,048
52
$398K 0.12%
2,285
+250
53
$389K 0.11%
1,624
+237
54
$387K 0.11%
5,215
+1,562
55
$344K 0.1%
1,608
+285
56
$338K 0.1%
3,606
+1,574
57
$337K 0.1%
6,960
+4,190
58
$286K 0.08%
3,743
-6,277
59
$280K 0.08%
3,349
+3,340
60
$272K 0.08%
1,504
61
$253K 0.07%
1,410
-43
62
$232K 0.07%
6,215
+6,165
63
$226K 0.07%
2,826
+455
64
$225K 0.07%
2,754
65
$220K 0.06%
9,975
66
$218K 0.06%
705
+391
67
$217K 0.06%
687
+58
68
$212K 0.06%
7,222
+994
69
$212K 0.06%
1,155
-37
70
$208K 0.06%
4,458
+1,567
71
$193K 0.06%
+449
72
$187K 0.06%
489
+94
73
$186K 0.05%
+4,429
74
$185K 0.05%
506
75
$183K 0.05%
1,307
+573
1 2
3
4 5