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
101
$103K 0.03%
562
-153
102
$101K 0.03%
815
103
$101K 0.03%
2,154
-507
104
$100K 0.03%
359
-16
105
$96.9K 0.03%
430
+50
106
$92.4K 0.03%
2,440
107
$92.2K 0.03%
195
+109
108
$88.4K 0.02%
1,626
109
$85.5K 0.02%
2,144
110
$83.8K 0.02%
2,367
+559
111
$80.3K 0.02%
598
112
$80.1K 0.02%
+1,085
113
$79.3K 0.02%
356
114
$77.5K 0.02%
1,900
+500
115
$74.4K 0.02%
129
116
$73.8K 0.02%
1,871
-250
117
$71.8K 0.02%
1,600
118
$70.8K 0.02%
154
+50
119
$67.7K 0.02%
180
-167
120
$66.4K 0.02%
+1,900
121
$66.1K 0.02%
1,700
-243
122
$65.8K 0.02%
1,341
+900
123
$65.2K 0.02%
2,918
+447
124
$64.9K 0.02%
615
125
$64.2K 0.02%
894
3 4
5
6 7