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
51
$522K 0.14%
14,834
-2,265
52
$467K 0.13%
28,944
+16,902
53
$395K 0.11%
4,089
-578
54
$393K 0.11%
1,608
55
$368K 0.1%
2,063
-222
56
$341K 0.09%
3,304
+2,000
57
$334K 0.09%
3,520
-86
58
$321K 0.09%
1,967
+557
59
$305K 0.08%
6,100
-860
60
$304K 0.08%
6,091
+1,633
61
$291K 0.08%
1,596
+92
62
$271K 0.08%
5,705
-90,812
63
$261K 0.07%
8,817
+1,595
64
$256K 0.07%
2,754
65
$250K 0.07%
+4,000
66
$247K 0.07%
+4,146
67
$247K 0.07%
3,200
-149
68
$246K 0.07%
3,230
-1,985
69
$240K 0.07%
3,161
-582
70
$238K 0.07%
2,716
+505
71
$231K 0.06%
1,219
+64
72
$218K 0.06%
9,975
73
$218K 0.06%
705
74
$218K 0.06%
737
+50
75
$215K 0.06%
6,215
1 2
3
4 5