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
76
$212K 0.06%
7,543
+1,926
77
$200K 0.06%
489
78
$193K 0.05%
1,925
-42
79
$185K 0.05%
449
80
$183K 0.05%
2,277
-549
81
$180K 0.05%
1,307
82
$179K 0.05%
3,964
-465
83
$174K 0.05%
506
84
$172K 0.05%
1,620
+40
85
$168K 0.05%
524
+30
86
$159K 0.04%
3,263
-400
87
$159K 0.04%
1,477
88
$156K 0.04%
1,197
+200
89
$155K 0.04%
4,980
+2,490
90
$151K 0.04%
3,782
-361
91
$145K 0.04%
937
+275
92
$130K 0.04%
261
+75
93
$124K 0.03%
640
94
$122K 0.03%
766
-33
95
$119K 0.03%
2,685
96
$118K 0.03%
1,740
+200
97
$114K 0.03%
165
-3
98
$109K 0.03%
1,232
-18
99
$107K 0.03%
6,144
+5,718
100
$103K 0.03%
2,758
-92
2 3
4
5 6