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
101
$93.5K 0.03%
168
102
$87K 0.03%
2,440
103
$85K 0.03%
356
+30
104
$84.9K 0.03%
186
105
$82.4K 0.02%
+850
106
$81.2K 0.02%
598
+100
107
$78.9K 0.02%
380
108
$78.3K 0.02%
+1,040
109
$76.6K 0.02%
1,943
-241
110
$76.2K 0.02%
1,540
111
$75.6K 0.02%
2,121
112
$75K 0.02%
2,490
113
$72.2K 0.02%
685
+185
114
$71.7K 0.02%
1,400
115
$71K 0.02%
129
-14
116
$70.5K 0.02%
793
117
$70.4K 0.02%
1,906
118
$70.3K 0.02%
1,600
119
$69K 0.02%
3,749
+7
120
$69K 0.02%
208
+1
121
$66.5K 0.02%
+615
122
$65.1K 0.02%
429
+10
123
$61.8K 0.02%
1,808
-42
124
$60.7K 0.02%
231
-20
125
$60.3K 0.02%
264
3 4
5
6 7