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
126
$59.6K 0.02%
594
+1
127
$59.1K 0.02%
1,515
+1,318
128
$58.8K 0.02%
894
129
$57.9K 0.02%
+1,890
130
$57.3K 0.02%
365
131
$57.1K 0.02%
+760
132
$56.5K 0.02%
459
-117
133
$55.8K 0.02%
4,701
+90
134
$54.8K 0.02%
778
135
$54.2K 0.02%
324
+165
136
$54K 0.02%
2,350
137
$53.8K 0.02%
2,471
-713
138
$53.3K 0.02%
104
139
$53.1K 0.02%
626
140
$51.1K 0.02%
1,034
141
$51K 0.02%
105
+1
142
$50.2K 0.01%
+1,940
143
$49.9K 0.01%
1,199
144
$48.1K 0.01%
1,063
+5
145
$45.9K 0.01%
700
146
$45.6K 0.01%
86
+42
147
$44.2K 0.01%
800
148
$44.1K 0.01%
171
149
$43.7K 0.01%
606
150
$43.6K 0.01%
682
4 5
6
7 8