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
76
$182K 0.05%
2,211
-126
77
$181K 0.05%
12,042
+3,342
78
$175K 0.05%
1,580
79
$171K 0.05%
3,663
-447
80
$171K 0.05%
1,967
+1,555
81
$169K 0.05%
4,143
-1,611
82
$167K 0.05%
2,316
-1,948
83
$156K 0.05%
1,477
+14
84
$145K 0.04%
5,617
-80
85
$134K 0.04%
997
-95
86
$132K 0.04%
494
+104
87
$129K 0.04%
799
-42
88
$122K 0.04%
347
-30
89
$121K 0.04%
715
-46
90
$121K 0.04%
+2,661
91
$117K 0.03%
662
-62
92
$112K 0.03%
2,685
93
$111K 0.03%
640
-15
94
$110K 0.03%
1,626
95
$110K 0.03%
1,304
-164
96
$102K 0.03%
815
97
$102K 0.03%
1,250
+531
98
$98.8K 0.03%
375
+75
99
$98.6K 0.03%
2,850
-27
100
$97.7K 0.03%
2,144
-377
2 3
4
5 6